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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 | $42,196 | $117,859-64.2% | $102,438-58.8% | $145,959-71.1% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 7.08% | 31.72%-24.6pp | 29.37%-22.3pp | 561.95%-554.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,524 | $5,732-56.0% | $5,054-50.1% | $6,689-62.3% |
| Admin fee / account holder | $1,186 | $13,318-91.1% | $9,448-87.4% | $13,398-91.1% |