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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 | $50,793 | $108,825-53.3% | $156,181-67.5% | $82,448-38.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 7.25% | 20.59%-13.3pp | 64.87%-57.6pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,973 | $4,577+8.7% | $6,132-18.9% | $4,139+20.2% |
| Admin fee / account holder | $6,496 | $9,341-30.5% | $14,586-55.5% | $7,234-10.2% |