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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 | $95,453-50.9% | $112,040-58.2% | $82,448-43.2% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.5%-8.6pp | 68.1%-0.2pp |
| Annual return | 11.64% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,555 | $4,224-39.5% | $5,098-49.9% | $4,139-38.3% |
| Admin fee / account holder | $477 | $9,013-94.7% | $12,098-96.1% | $7,234-93.4% |