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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 | $67,878 | $71,208-4.7% | $93,681-27.5% | $80,911-16.1% |
| Participation rate | 44.6% | 60.4%-15.8pp | 68.7%-24.1pp | 67.6%-23.1pp |
| Annual return | 8.96% | 11.27%-2.3pp | 133.47%-124.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,655 | $4,035-59.0% | $4,415-62.5% | $4,297-61.5% |
| Admin fee / account holder | $2,329 | $6,951-66.5% | $8,290-71.9% | $6,935-66.4% |