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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 | $71,616 | $83,369-14.1% | $105,223-31.9% | $67,986+5.3% |
| Participation rate | 38.1% | 56.3%-18.2pp | 75.0%-36.9pp | 57.2%-19.1pp |
| Annual return | 10.96% | 24.64%-13.7pp | 180.65%-169.7pp | 31.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,844 | $3,295-13.7% | $5,072-43.9% | $3,358-15.3% |
| Admin fee / account holder | $18,422 | $4,073+352.4% | $8,859+108.0% | $3,203+475.1% |