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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 | $71,568 | $78,197-8.5% | $98,090-27.0% | $82,637-13.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 81.5%-31.5pp | 68.1%-18.1pp |
| Annual return | 10.44% | 40.25%-29.8pp | 37.05%-26.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $9 | $2,605-99.7% | $3,606-99.7% | $2,552-99.6% |
| Participant deferral / active EE | $3,968 | $6,636-40.2% | $7,845-49.4% | $4,126-3.8% |
| Admin fee / account holder | $47,209 | $14,832+218.3% | $11,815+299.6% | $7,339+543.3% |