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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 | $50,303 | $87,733-42.7% | $106,551-52.8% | $85,856-41.4% |
| Participation rate | 64.3% | 71.9%-7.6pp | 76.1%-11.8pp | 69.3%-5.0pp |
| Annual return | 5.92% | 21.86%-15.9pp | 26.80%-20.9pp | 318.58%-312.7pp |
| Employer contribution / active EE | $421 | $2,073-79.7% | $2,819-85.1% | $2,565-83.6% |
| Participant deferral / active EE | $3,504 | $3,469+1.0% | $4,398-20.3% | $3,952-11.3% |
| Admin fee / account holder | $7,078 | $6,767+4.6% | $7,408-4.5% | $6,261+13.0% |