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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 | $66,988 | $53,165+26.0% | $86,235-22.3% | $74,473-10.1% |
| Participation rate | 20.4% | 64.9%-44.5pp | 69.0%-48.6pp | 70.7%-50.4pp |
| Annual return | 12.05% | 22.64%-10.6pp | 1170.03%-1158.0pp | 34.36%-22.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,050 | $3,234-36.6% | $3,987-48.6% | $4,530-54.7% |
| Admin fee / account holder | $5,565 | $551+909.2% | $6,856-18.8% | $347+1503.5% |