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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 | $49,954 | $85,766-41.8% | $136,298-63.3% | $70,126-28.8% |
| Participation rate | 61.3% | 74.2%-12.9pp | 81.9%-20.6pp | 69.5%-8.2pp |
| Annual return | 5.21% | 31.46%-26.2pp | 5156.27%-5151.1pp | 73.15%-67.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,383 | $5,051+46.2% | $6,247+18.2% | $3,332+121.6% |
| Admin fee / account holder | $2,560 | $5,421-52.8% | $9,244-72.3% | $4,645-44.9% |