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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 | $35,097 | $23,330+50.4% | $64,489-45.6% | $82,448-57.4% |
| Participation rate | 53.1% | 68.3%-15.2pp | 67.7%-14.6pp | 68.1%-14.9pp |
| Annual return | 11.97% | 83.66%-71.7pp | 55.03%-43.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,596 | $1,707-6.5% | $2,778-42.5% | $4,139-61.4% |
| Admin fee / account holder | $1,326 | $2,946-55.0% | $4,260-68.9% | $7,234-81.7% |