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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 | $44,924 | $53,128-15.4% | $86,582-48.1% | $70,126-35.9% |
| Participation rate | 39.3% | 65.3%-26.0pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 9.10% | 27.66%-18.6pp | 965.08%-956.0pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,117 | $2,695-21.5% | $3,609-41.3% | $3,332-36.5% |
| Admin fee / account holder | $2,325 | $3,584-35.1% | $4,904-52.6% | $4,645-50.0% |