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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 | $46,972 | $106,864-56.0% | $147,318-68.1% | $82,637-43.2% |
| Participation rate | 28.3% | 75.5%-47.2pp | 82.1%-53.8pp | 68.1%-39.8pp |
| Annual return | 11.19% | 27.49%-16.3pp | 70.43%-59.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,495 | $6,496-30.8% | $7,906-43.2% | $4,126+8.9% |
| Admin fee / account holder | $3,290 | $8,415-60.9% | $13,708-76.0% | $7,339-55.2% |