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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 | $50,084 | $81,487-38.5% | $102,412-51.1% | $80,935-38.1% |
| Participation rate | 47.7% | 66.8%-19.1pp | 74.5%-26.8pp | 67.7%-19.9pp |
| Annual return | 6.11% | 25.60%-19.5pp | 24.94%-18.8pp | 35.66%-29.5pp |
| Employer contribution / active EE | $360 | $3,103-88.4% | $3,870-90.7% | $2,757-86.9% |
| Participant deferral / active EE | $3,260 | $3,871-15.8% | $5,060-35.6% | $4,299-24.2% |
| Admin fee / account holder | $5,078 | $6,717-24.4% | $8,388-39.5% | $6,924-26.7% |