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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 | $70,988 | $87,834-19.2% | $133,975-47.0% | $62,881+12.9% |
| Participation rate | 38.5% | 83.4%-44.9pp | 87.1%-48.6pp | 69.3%-30.8pp |
| Annual return | 5.34% | 12.05%-6.7pp | 29.29%-24.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,256 | $4,812+50.8% | $6,282+15.5% | $3,203+126.5% |
| Admin fee / account holder | $5,331 | $5,372-0.8% | $9,324-42.8% | $4,296+24.1% |