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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 | $46,452 | $29,319+58.4% | $52,425-11.4% | $82,448-43.7% |
| Participation rate | 8.0% | 46.9%-38.9pp | 55.6%-47.6pp | 68.1%-60.1pp |
| Annual return | 13.07% | 535.20%-522.1pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $379 | $1,171-67.6% | $1,790-78.8% | $4,139-90.8% |
| Admin fee / account holder | $623 | $1,962-68.2% | $2,495-75.0% | $7,234-91.4% |