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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 | $65,007 | $77,920-16.6% | $149,723-56.6% | $75,177-13.5% |
| Participation rate | 16.7% | 65.6%-48.9pp | 78.8%-62.1pp | 67.2%-50.5pp |
| Annual return | 9.80% | 31.72%-21.9pp | 134.50%-124.7pp | 160.75%-151.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $931 | $3,411-72.7% | $5,682-83.6% | $4,126-77.4% |
| Admin fee / account holder | $1,533 | $5,951-74.2% | $13,215-88.4% | $5,651-72.9% |