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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 | $54,219 | $64,359-15.8% | $90,161-39.9% | $70,126-22.7% |
| Participation rate | 53.6% | 70.4%-16.9pp | 76.9%-23.3pp | 69.5%-16.0pp |
| Annual return | 13.35% | 28.13%-14.8pp | 34.89%-21.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,027 | $4,389-31.0% | $5,287-42.8% | $3,332-9.2% |
| Admin fee / account holder | $2,213 | $3,945-43.9% | $5,943-62.8% | $4,645-52.4% |