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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 | $67,052 | $57,073+17.5% | $85,126-21.2% | $80,925-17.1% |
| Participation rate | 45.5% | 56.4%-10.9pp | 67.5%-22.1pp | 67.7%-22.2pp |
| Annual return | 9.77% | 21.69%-11.9pp | 66.63%-56.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,674 | $3,113-14.1% | $4,523-40.9% | $4,299-37.8% |
| Admin fee / account holder | $16,689 | $4,988+234.6% | $6,160+170.9% | $6,940+140.5% |