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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 | $76,840 | $95,404-19.5% | $113,397-32.2% | $82,637-7.0% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.5%-37.6pp | 68.1%-29.2pp |
| Annual return | 8.35% | 19.08%-10.7pp | 23.20%-14.8pp | 53.51%-45.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,632 | $4,220-13.9% | $5,076-28.5% | $4,126-12.0% |
| Admin fee / account holder | $34,100 | $9,168+271.9% | $11,957+185.2% | $7,339+364.7% |