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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 | $53,020 | $62,393-15.0% | $120,580-56.0% | $74,478-28.8% |
| Participation rate | 31.7% | 56.8%-25.1pp | 72.0%-40.2pp | 67.2%-35.5pp |
| Annual return | 10.70% | 18.61%-7.9pp | 107.48%-96.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,186 | $2,886-58.9% | $4,995-76.3% | $4,350-72.7% |
| Admin fee / account holder | $6,080 | $2,396+153.7% | $9,418-35.5% | $1,946+212.4% |