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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 | $50,700 | $106,749-52.5% | $145,433-65.1% | $82,448-38.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 7.11% | 27.59%-20.5pp | 66.58%-59.5pp | 41.64%-34.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,877 | $6,519-55.9% | $7,897-63.6% | $4,139-30.5% |
| Admin fee / account holder | $1,235 | $8,390-85.3% | $13,129-90.6% | $7,234-82.9% |