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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 | $50,200 | $99,994-49.8% | $146,647-65.8% | $85,851-41.5% |
| Participation rate | 55.0% | 73.1%-18.1pp | 80.1%-25.1pp | 69.3%-14.3pp |
| Annual return | 8.40% | 18.93%-10.5pp | 22.75%-14.3pp | 318.63%-310.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,534 | $4,006-36.7% | $5,506-54.0% | $3,952-35.9% |
| Admin fee / account holder | $21,574 | $7,703+180.1% | $10,281+109.8% | $6,261+244.6% |