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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 | $34,118 | $102,595-66.7% | $94,057-63.7% | $154,746-78.0% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 7.59% | 583.42%-575.8pp | 480.62%-473.0pp | 172.34%-164.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,851 | $5,118-63.8% | $4,709-60.7% | $6,730-72.5% |
| Admin fee / account holder | $4,021 | $7,736-48.0% | $7,244-44.5% | $14,365-72.0% |