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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 | $68,859 | $60,442+13.9% | $96,754-28.8% | $87,485-21.3% |
| Participation rate | 32.1% | 58.7%-26.6pp | 70.3%-38.1pp | 68.9%-36.8pp |
| Annual return | 12.59% | 21.97%-9.4pp | 82.04%-69.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,486 | $3,280-24.2% | $4,758-47.8% | $4,274-41.8% |
| Admin fee / account holder | $472 | $5,069-90.7% | $8,905-94.7% | $7,775-93.9% |