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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 | $61,289 | $67,411-9.1% | $91,004-32.7% | $70,126-12.6% |
| Participation rate | 62.5% | 71.4%-8.9pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 12.33% | -40.16%+52.5pp | 4.60%+7.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,689 | $2,823-40.2% | $3,548-52.4% | $3,332-49.3% |
| Admin fee / account holder | $2,125 | $4,236-49.8% | $5,417-60.8% | $4,645-54.3% |