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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 | $37,744 | $53,774-29.8% | $134,162-71.9% | $79,856-52.7% |
| Participation rate | 41.7% | 58.8%-17.1pp | 72.2%-30.5pp | 69.6%-28.0pp |
| Annual return | 4.87% | 19.01%-14.1pp | 36.35%-31.5pp | 31.71%-26.8pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,858 | $2,420+18.1% | $3,500-18.3% | $3,741-23.6% |
| Admin fee / account holder | $1,129 | $3,985-71.7% | $6,685-83.1% | $5,306-78.7% |