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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 | $46,820 | $97,550-52.0% | $120,344-61.1% | $87,485-46.5% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.7%-8.9pp | 68.9%-1.1pp |
| Annual return | 11.64% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,555 | $4,230-39.6% | $5,135-50.2% | $4,274-40.2% |
| Admin fee / account holder | $477 | $9,543-95.0% | $12,742-96.3% | $7,775-93.9% |