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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 | $73,855 | $81,276-9.1% | $155,574-52.5% | $80,925-8.7% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.7%-44.3pp |
| Annual return | 6.93% | 33.36%-26.4pp | 64.87%-57.9pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,672 | $3,453-22.6% | $5,629-52.5% | $4,299-37.8% |
| Admin fee / account holder | $6,412 | $7,993-19.8% | $15,914-59.7% | $6,940-7.6% |