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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 | $50,787 | $81,276-37.5% | $155,574-67.4% | $80,925-37.2% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 6.01% | 33.36%-27.4pp | 64.87%-58.9pp | 35.65%-29.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,754 | $3,453-49.2% | $5,629-68.8% | $4,299-59.2% |
| Admin fee / account holder | $890 | $7,993-88.9% | $15,914-94.4% | $6,940-87.2% |