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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 | $64,176 | $72,486-11.5% | $87,103-26.3% | $72,976-12.1% |
| Participation rate | 46.9% | 72.8%-25.9pp | 76.9%-29.9pp | 69.5%-22.6pp |
| Annual return | 0.24% | 24.46%-24.2pp | 28.19%-28.0pp | 81.02%-80.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,433 | $3,270-25.6% | $4,049-39.9% | $3,608-32.5% |
| Admin fee / account holder | $6,510 | $5,055+28.8% | $7,491-13.1% | $5,124+27.1% |