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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 | $57,509 | $78,670-26.9% | $109,173-47.3% | $85,847-33.0% |
| Participation rate | 59.6% | 68.3%-8.7pp | 75.9%-16.3pp | 69.3%-9.7pp |
| Annual return | 11.15% | 25.09%-13.9pp | 25.75%-14.6pp | 318.61%-307.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,180 | $3,467+20.5% | $4,654-10.2% | $3,952+5.8% |
| Admin fee / account holder | $1,366 | $5,469-75.0% | $6,755-79.8% | $6,261-78.2% |