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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 | $53,391 | $63,346-15.7% | $92,240-42.1% | $70,126-23.9% |
| Participation rate | 51.9% | 68.7%-16.7pp | 76.5%-24.6pp | 69.5%-17.6pp |
| Annual return | 9.26% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,271 | $2,854-20.4% | $3,897-41.7% | $3,332-31.8% |
| Admin fee / account holder | $1,027 | $3,841-73.3% | $5,194-80.2% | $4,645-77.9% |