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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 | $38,347 | $58,258-34.2% | $81,820-53.1% | $80,925-52.6% |
| Participation rate | 32.4% | 63.5%-31.1pp | 72.4%-40.0pp | 67.7%-35.3pp |
| Annual return | 7.43% | 41.76%-34.3pp | 777.93%-770.5pp | 35.65%-28.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,851 | $3,284-43.6% | $4,323-57.2% | $4,299-56.9% |
| Admin fee / account holder | $2,493 | $4,976-49.9% | $7,391-66.3% | $6,940-64.1% |