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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 | $62,748 | $58,828+6.7% | $78,002-19.6% | $62,881-0.2% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 3.72% | 17.16%-13.4pp | 425.99%-422.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,001 | $2,686-25.5% | $3,497-42.8% | $3,203-37.5% |
| Admin fee / account holder | $708 | $4,393-83.9% | $5,481-87.1% | $4,296-83.5% |