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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 | $61,302 | $67,602-9.3% | $82,312-25.5% | $70,126-12.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 10.84% | 21.57%-10.7pp | 25.88%-15.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,319 | $2,987-22.4% | $3,706-37.4% | $3,332-30.4% |
| Admin fee / account holder | $4,807 | $4,512+6.6% | $5,608-14.3% | $4,645+3.5% |