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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 | $46,367 | $55,470-16.4% | $155,556-70.2% | $74,478-37.7% |
| Participation rate | 43.7% | 61.9%-18.2pp | 78.2%-34.5pp | 67.2%-23.5pp |
| Annual return | 8.80% | 269.80%-261.0pp | 64.84%-56.0pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,832 | $2,838-35.5% | $5,631-67.5% | $4,350-57.9% |
| Admin fee / account holder | $11,281 | $1,744+546.8% | $15,885-29.0% | $1,946+479.8% |