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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 | $52,196 | $98,776-47.2% | $149,745-65.1% | $79,856-34.6% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 10.93% | 27.38%-16.4pp | 276.72%-265.8pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,470 | $5,681-21.3% | $6,843-34.7% | $3,741+19.5% |
| Admin fee / account holder | $8,847 | $6,053+46.2% | $9,312-5.0% | $5,306+66.7% |