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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 | $22,113 | $88,702-75.1% | $81,780-73.0% | $145,978-84.9% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 7.69% | 1029.12%-1021.4pp | 776.27%-768.6pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,045 | $4,645-77.5% | $4,321-75.8% | $6,690-84.4% |
| Admin fee / account holder | $5,353 | $8,414-36.4% | $7,384-27.5% | $13,400-60.0% |