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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 | $80,197 | $79,449+0.9% | $189,575-57.7% | $85,847-6.6% |
| Participation rate | 46.7% | 66.0%-19.3pp | 78.4%-31.8pp | 69.3%-22.7pp |
| Annual return | 10.60% | 18.45%-7.8pp | 64.19%-53.6pp | 318.61%-308.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,217 | $4,051-45.3% | $6,174-64.1% | $3,952-43.9% |
| Admin fee / account holder | $11,322 | $5,377+110.6% | $9,806+15.5% | $6,261+80.9% |