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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 | $31,006 | $68,097-54.5% | $62,929-50.7% | $137,256-77.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 7.23% | 1859.11%-1851.9pp | 1063.93%-1056.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,051 | $4,553-76.9% | $3,888-73.0% | $6,407-83.6% |
| Admin fee / account holder | $32,800 | $6,521+403.0% | $5,065+547.6% | $12,270+167.3% |