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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 | $25,102 | $99,652-74.8% | $78,778-68.1% | $147,586-83.0% |
| Participation rate | 26.7% | 76.2%-49.6pp | 69.2%-42.5pp | 82.8%-56.2pp |
| Annual return | 5.96% | 47.28%-41.3pp | 35.62%-29.7pp | 578.59%-572.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,657 | $3,664-27.5% | $2,958-10.2% | $5,439-51.2% |
| Admin fee / account holder | $4,367 | $7,155-39.0% | $5,134-14.9% | $10,886-59.9% |