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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 | $50,459 | $105,623-52.2% | $87,502-42.3% | $273,972-81.6% |
| Participation rate | 61.5% | 78.2%-16.7pp | 73.8%-12.3pp | 83.0%-21.5pp |
| Annual return | -0.83% | 12.26%-13.1pp | 12.21%-13.0pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,597 | $3,601-27.9% | $3,149-17.5% | $5,287-50.9% |
| Admin fee / account holder | $2,098 | $4,781-56.1% | $4,221-50.3% | $10,133-79.3% |