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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 | $53,239 | $65,027-18.1% | $90,970-41.5% | $79,852-33.3% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 9.55% | 30.45%-20.9pp | 134.58%-125.0pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,515 | $2,512-39.7% | $3,373-55.1% | $3,740-59.5% |
| Admin fee / account holder | $7,316 | $4,535+61.3% | $5,960+22.8% | $5,306+37.9% |