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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 | $35,543 | $99,345-64.2% | $84,753-58.1% | $273,972-87.0% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 0.96% | 22.93%-22.0pp | 22.78%-21.8pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,646 | $4,270+55.7% | $3,712+79.1% | $5,287+25.7% |
| Admin fee / account holder | $1,836 | $6,645-72.4% | $5,333-65.6% | $10,133-81.9% |