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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 | $68,023 | $93,589-27.3% | $135,942-50.0% | $75,181-9.5% |
| Participation rate | 47.9% | 75.2%-27.3pp | 81.9%-34.0pp | 67.2%-19.3pp |
| Annual return | 13.11% | 30.90%-17.8pp | 68.28%-55.2pp | 160.69%-147.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,926 | $6,405-54.3% | $7,759-62.3% | $4,126-29.1% |
| Admin fee / account holder | $10,067 | $6,977+44.3% | $10,764-6.5% | $5,650+78.2% |