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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 | $49,017 | $48,570+0.9% | $130,660-62.5% | $72,976-32.8% |
| Participation rate | 34.6% | 58.6%-24.0pp | 71.7%-37.1pp | 69.5%-34.9pp |
| Annual return | 16.00% | 38.63%-22.6pp | 1709.29%-1693.3pp | 81.02%-65.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,122 | $2,384-11.0% | $3,603-41.1% | $3,608-41.2% |
| Admin fee / account holder | $34,661 | $3,549+876.6% | $5,463+534.4% | $5,124+576.4% |