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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 | $69,492 | $106,749-34.9% | $145,433-52.2% | $82,448-15.7% |
| Participation rate | 42.3% | 75.6%-33.3pp | 82.1%-39.8pp | 68.1%-25.8pp |
| Annual return | 13.78% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,808 | $6,519-56.9% | $7,897-64.4% | $4,139-32.2% |
| Admin fee / account holder | $1,550 | $8,390-81.5% | $13,129-88.2% | $7,234-78.6% |