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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 | $47,336 | $57,330-17.4% | $86,656-45.4% | $75,177-37.0% |
| Participation rate | 56.7% | 63.2%-6.5pp | 71.7%-15.0pp | 67.2%-10.5pp |
| Annual return | 11.49% | 2675.40%-2663.9pp | 593.09%-581.6pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,201 | $3,320-63.8% | $4,439-72.9% | $4,126-70.9% |
| Admin fee / account holder | $1,281 | $4,115-68.9% | $5,619-77.2% | $5,651-77.3% |