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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 | $79,931 | $98,240-18.6% | $82,312-2.9% | $147,586-45.8% |
| Participation rate | 47.6% | 79.7%-32.1pp | 76.9%-29.3pp | 82.8%-35.2pp |
| Annual return | 4.67% | 30.85%-26.2pp | 25.88%-21.2pp | 578.59%-573.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,350 | $4,383-0.8% | $3,706+17.4% | $5,439-20.0% |
| Admin fee / account holder | $2,171 | $8,563-74.7% | $5,608-61.3% | $10,886-80.1% |