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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 | $31,499 | $59,448-47.0% | $93,696-66.4% | $74,459-57.7% |
| Participation rate | 26.1% | 59.6%-33.6pp | 68.7%-42.7pp | 67.2%-41.2pp |
| Annual return | 6.24% | 82.11%-75.9pp | 133.74%-127.5pp | 1369.70%-1363.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,233 | $3,052+5.9% | $4,417-26.8% | $4,350-25.7% |
| Admin fee / account holder | $8,345 | $3,027+175.7% | $8,287+0.7% | $1,945+329.1% |