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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 | $48,084 | $72,071-33.3% | $68,368-29.7% | $137,256-65.0% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.0%-32.3pp |
| Annual return | 13.17% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,384 | $4,410-68.6% | $4,123-66.4% | $6,407-78.4% |
| Admin fee / account holder | $9,335 | $5,336+75.0% | $5,150+81.3% | $12,270-23.9% |