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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 | $50,877 | $48,364+5.2% | $71,796-29.1% | $62,881-19.1% |
| Participation rate | 56.0% | 60.6%-4.6pp | 69.1%-13.1pp | 69.3%-13.3pp |
| Annual return | 4.35% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,991 | $2,091-4.8% | $2,794-28.7% | $3,203-37.8% |
| Admin fee / account holder | $12,668 | $3,771+235.9% | $4,815+163.1% | $4,296+194.9% |