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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 | $72,773 | $172,111-57.7% | $150,298-51.6% | $137,256-47.0% |
| Participation rate | 31.6% | 81.7%-50.1pp | 77.8%-46.2pp | 80.0%-48.4pp |
| Annual return | 10.89% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,695 | $6,166-7.6% | $5,453+4.4% | $6,407-11.1% |
| Admin fee / account holder | $38,571 | $16,471+134.2% | $14,116+173.2% | $12,270+214.3% |