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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 | $114,013-70.1% | $103,693-67.1% | $155,188-78.0% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-56.0pp | 80.8%-64.1pp |
| Annual return | 7.59% | 49.31%-41.7pp | 47.61%-40.0pp | 148.84%-141.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,851 | $4,970-62.8% | $4,579-59.6% | $6,531-71.7% |
| Admin fee / account holder | $4,021 | $8,407-52.2% | $7,858-48.8% | $14,480-72.2% |