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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 | $54,052 | $95,415-43.4% | $185,851-70.9% | $85,851-37.0% |
| Participation rate | 24.1% | 68.8%-44.6pp | 81.7%-57.6pp | 69.3%-45.2pp |
| Annual return | 7.72% | 23.59%-15.9pp | 122.11%-114.4pp | 318.63%-310.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,212 | $3,424-64.6% | $5,569-78.2% | $3,952-69.3% |
| Admin fee / account holder | $15,077 | $7,215+109.0% | $16,245-7.2% | $6,261+140.8% |