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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 | $52,378 | $106,280-50.7% | $96,538-45.7% | $139,487-62.4% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 3.66% | 38.48%-34.8pp | 35.74%-32.1pp | 373.84%-370.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,261 | $5,457+14.7% | $4,880+28.3% | $6,713-6.7% |
| Admin fee / account holder | $3,825 | $7,888-51.5% | $6,737-43.2% | $11,407-66.5% |