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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 | $89,091 | $106,524-16.4% | $152,301-41.5% | $87,485+1.8% |
| Participation rate | 46.9% | 75.8%-28.9pp | 82.4%-35.6pp | 68.9%-22.1pp |
| Annual return | 13.02% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,933 | $6,525-39.7% | $8,004-50.9% | $4,274-8.0% |
| Admin fee / account holder | $41,855 | $8,287+405.1% | $14,398+190.7% | $7,775+438.3% |