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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 | $60,370 | $93,589-35.5% | $135,942-55.6% | $75,181-19.7% |
| Participation rate | 35.6% | 75.2%-39.6pp | 81.9%-46.4pp | 67.2%-31.6pp |
| Annual return | 12.53% | 30.90%-18.4pp | 68.28%-55.7pp | 160.69%-148.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,504 | $6,405-29.7% | $7,759-42.0% | $4,126+9.2% |
| Admin fee / account holder | $2,550 | $6,977-63.5% | $10,764-76.3% | $5,650-54.9% |