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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 | $38,565 | $96,643-60.1% | $86,617-55.5% | $139,456-72.3% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 8.28% | 106.57%-98.3pp | 591.91%-583.6pp | 373.45%-365.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $991 | $4,835-79.5% | $4,437-77.7% | $6,711-85.2% |
| Admin fee / account holder | $1,390 | $6,406-78.3% | $5,613-75.2% | $11,407-87.8% |