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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 | $71,775 | $89,370-19.7% | $141,197-49.2% | $72,976-1.6% |
| Participation rate | 46.9% | 75.1%-28.3pp | 82.5%-35.6pp | 69.5%-22.6pp |
| Annual return | 16.35% | 111.88%-95.5pp | 71.41%-55.1pp | 81.02%-64.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,067 | $5,419-43.4% | $6,710-54.3% | $3,608-15.0% |
| Admin fee / account holder | $5,337 | $5,957-10.4% | $10,265-48.0% | $5,124+4.2% |