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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 | $33,760 | $96,388-65.0% | $80,627-58.1% | $139,466-75.8% |
| Participation rate | 36.4% | 73.6%-37.3pp | 67.0%-30.6pp | 80.3%-44.0pp |
| Annual return | 10.22% | 1352.08%-1341.9pp | 936.76%-926.5pp | 373.66%-363.4pp |
| Employer contribution / active EE | $224 | $3,260-93.1% | $2,723-91.8% | $4,754-95.3% |
| Participant deferral / active EE | $4,551 | $5,224-12.9% | $4,443+2.4% | $6,712-32.2% |
| Admin fee / account holder | $20,928 | $6,603+216.9% | $5,381+288.9% | $11,409+83.4% |