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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 | $22,228 | $58,275-61.9% | $81,844-72.8% | $80,935-72.5% |
| Participation rate | 56.4% | 63.5%-7.1pp | 72.4%-16.0pp | 67.7%-11.3pp |
| Annual return | 9.82% | 41.82%-32.0pp | 778.87%-769.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,259 | $3,285-0.8% | $4,323-24.6% | $4,299-24.2% |
| Admin fee / account holder | $1,134 | $4,749-76.1% | $7,355-84.6% | $6,924-83.6% |