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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 | $51,963 | $76,834-32.4% | $108,359-52.0% | $87,485-40.6% |
| Participation rate | 51.6% | 61.7%-10.1pp | 70.1%-18.5pp | 68.9%-17.3pp |
| Annual return | 11.80% | 19.09%-7.3pp | 36.89%-25.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,903 | $3,100-6.4% | $4,137-29.8% | $4,274-32.1% |
| Admin fee / account holder | $14,494 | $6,537+121.7% | $9,741+48.8% | $7,775+86.4% |