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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 | $49,900 | $81,276-38.6% | $155,574-67.9% | $80,925-38.3% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.7%-15.9pp |
| Annual return | 7.51% | 33.36%-25.9pp | 64.87%-57.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,884 | $3,453-45.4% | $5,629-66.5% | $4,299-56.2% |
| Admin fee / account holder | $685 | $7,993-91.4% | $15,914-95.7% | $6,940-90.1% |