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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 | $64,692 | $95,404-32.2% | $113,397-43.0% | $82,637-21.7% |
| Participation rate | 34.2% | 72.8%-38.6pp | 76.5%-42.3pp | 68.1%-33.8pp |
| Annual return | 11.24% | 19.08%-7.8pp | 23.20%-12.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,957 | $4,220-53.6% | $5,076-61.5% | $4,126-52.6% |
| Admin fee / account holder | $3,398 | $9,168-62.9% | $11,957-71.6% | $7,339-53.7% |