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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 | $50,384 | $57,061-11.7% | $85,063-40.8% | $80,911-37.7% |
| Participation rate | 68.9% | 56.3%+12.5pp | 67.5%+1.4pp | 67.6%+1.2pp |
| Annual return | 10.09% | 21.66%-11.6pp | 66.54%-56.5pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,710 | $3,110-45.0% | $4,523-62.2% | $4,297-60.2% |
| Admin fee / account holder | $5,390 | $4,986+8.1% | $6,155-12.4% | $6,935-22.3% |