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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 | $83,463 | $99,009-15.7% | $86,581-3.6% | $147,585-43.4% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 8.23% | 1312.70%-1304.5pp | 965.06%-956.8pp | 578.58%-570.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,298 | $3,972-42.2% | $3,609-36.3% | $5,439-57.8% |
| Admin fee / account holder | $35,498 | $5,709+521.8% | $4,904+623.8% | $10,886+226.1% |