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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 | $31,888 | $99,053-67.8% | $88,179-63.8% | $138,895-77.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 6.92% | 78.17%-71.2pp | 64.97%-58.0pp | 145.39%-138.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,125 | $5,225-78.5% | $4,614-75.6% | $6,396-82.4% |
| Admin fee / account holder | $13,121 | $8,748+50.0% | $7,673+71.0% | $12,562+4.5% |