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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 | $50,037 | $115,931-56.8% | $185,441-73.0% | $86,983-42.5% |
| Participation rate | 51.4% | 73.6%-22.2pp | 80.3%-28.8pp | 69.5%-18.1pp |
| Annual return | 11.10% | 21.47%-10.4pp | 20.16%-9.1pp | 25.83%-14.7pp |
| Employer contribution / active EE | $618 | $2,937-79.0% | $4,672-86.8% | $2,584-76.1% |
| Participant deferral / active EE | $2,346 | $4,551-48.4% | $6,152-61.9% | $4,194-44.1% |
| Admin fee / account holder | $9,278 | $10,687-13.2% | $17,890-48.1% | $7,856+18.1% |