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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 | $75,698 | $48,078+57.4% | $78,676-3.8% | $62,881+20.4% |
| Participation rate | 36.1% | 65.2%-29.1pp | 73.6%-37.5pp | 69.3%-33.2pp |
| Annual return | -1.89% | 31.36%-33.3pp | 62.19%-64.1pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,216 | $2,587-53.0% | $3,517-65.4% | $3,203-62.0% |
| Admin fee / account holder | $890 | $3,206-72.2% | $4,510-80.3% | $4,296-79.3% |