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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 | $51,811 | $62,672-17.3% | $185,117-72.0% | $70,126-26.1% |
| Participation rate | 44.0% | 63.8%-19.8pp | 77.3%-33.3pp | 69.5%-25.5pp |
| Annual return | 12.53% | 40.79%-28.3pp | 40.50%-28.0pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,090 | $3,272-5.6% | $5,045-38.8% | $3,332-7.3% |
| Admin fee / account holder | $1,687 | $3,932-57.1% | $8,159-79.3% | $4,645-63.7% |