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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 | $105,038 | $115,814-9.3% | $101,275+3.7% | $158,982-33.9% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 0.60% | 56.16%-55.6pp | 46.48%-45.9pp | 302.99%-302.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,425 | $4,958-51.1% | $4,371-44.5% | $5,983-59.5% |
| Admin fee / account holder | $12,329 | $7,249+70.1% | $5,948+107.3% | $11,252+9.6% |