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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 | $47,451 | $39,162+21.2% | $100,671-52.9% | $59,632-20.4% |
| Participation rate | 16.4% | 55.9%-39.4pp | 70.7%-54.3pp | 68.7%-52.3pp |
| Annual return | -3.31% | 21.07%-24.4pp | 20.43%-23.7pp | 2041.32%-2044.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $921 | $1,992-53.8% | $3,144-70.7% | $3,192-71.2% |
| Admin fee / account holder | $5,847 | $2,969+96.9% | $4,850+20.6% | $4,297+36.1% |