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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 | $29,433 | $48,337-39.1% | $67,560-56.4% | $80,959-63.6% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.7%-33.2pp |
| Annual return | 5.07% | 18.26%-13.2pp | 3533.50%-3528.4pp | 35.67%-30.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,425 | $2,928-17.2% | $4,004-39.4% | $4,300-43.6% |
| Admin fee / account holder | $1,104 | $3,695-70.1% | $3,994-72.4% | $6,925-84.1% |