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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 | $32,663 | $45,119-27.6% | $85,126-61.6% | $74,429-56.1% |
| Participation rate | 19.2% | 49.4%-30.2pp | 67.5%-48.4pp | 67.2%-48.0pp |
| Annual return | 11.13% | 26.28%-15.1pp | 66.63%-55.5pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $795 | $2,738-71.0% | $4,523-82.4% | $4,348-81.7% |
| Admin fee / account holder | $6,182 | $2,214+179.2% | $6,160+0.4% | $1,944+218.0% |