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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 | $78,406 | $86,949-9.8% | $102,460-23.5% | $80,959-3.2% |
| Participation rate | 54.9% | 72.4%-17.5pp | 76.5%-21.6pp | 67.7%-12.8pp |
| Annual return | 9.97% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,425 | $4,121-41.2% | $5,056-52.0% | $4,300-43.6% |
| Admin fee / account holder | $888 | $8,048-89.0% | $9,460-90.6% | $6,925-87.2% |