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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 | $65,032 | $77,164-15.7% | $178,014-63.5% | $80,874-19.6% |
| Participation rate | 51.7% | 65.7%-14.0pp | 77.1%-25.4pp | 67.6%-15.9pp |
| Annual return | 9.25% | 18.09%-8.8pp | 294.80%-285.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,613 | $4,408-40.7% | $6,276-58.4% | $4,297-39.2% |
| Admin fee / account holder | $544 | $7,164-92.4% | $10,362-94.7% | $6,935-92.2% |