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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 | $53,375 | $49,976+6.8% | $66,674-19.9% | $82,637-35.4% |
| Participation rate | 45.8% | 63.1%-17.3pp | 73.7%-27.9pp | 68.1%-22.3pp |
| Annual return | 12.81% | 39.09%-26.3pp | 321.24%-308.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,439 | $2,847+20.8% | $4,084-15.8% | $4,126-16.7% |
| Admin fee / account holder | $16,513 | $4,594+259.5% | $5,098+223.9% | $7,339+125.0% |