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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,355 | $96,289-51.9% | $213,469-78.3% | $87,485-47.0% |
| Participation rate | 38.5% | 69.6%-31.1pp | 77.1%-38.7pp | 68.9%-30.5pp |
| Annual return | 11.35% | 17.78%-6.4pp | 20.58%-9.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,395 | $4,750-28.5% | $6,841-50.4% | $4,274-20.6% |
| Admin fee / account holder | $3,309 | $9,670-65.8% | $27,141-87.8% | $7,775-57.4% |