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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 | $70,068 | $106,864-34.4% | $147,318-52.4% | $82,637-15.2% |
| Participation rate | 66.0% | 75.5%-9.5pp | 82.1%-16.1pp | 68.1%-2.1pp |
| Annual return | 12.51% | 27.49%-15.0pp | 70.43%-57.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,492 | $6,496-30.8% | $7,906-43.2% | $4,126+8.9% |
| Admin fee / account holder | $10,866 | $8,415+29.1% | $13,708-20.7% | $7,339+48.1% |