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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 | $24,325 | $70,684-65.6% | $169,390-85.6% | $75,173-67.6% |
| Participation rate | 52.3% | 64.8%-12.5pp | 77.2%-24.9pp | 67.2%-14.9pp |
| Annual return | 12.36% | 36.38%-24.0pp | 406.07%-393.7pp | 160.72%-148.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,476 | $4,310-65.7% | $6,222-76.3% | $4,126-64.2% |
| Admin fee / account holder | $1,264 | $5,404-76.6% | $9,015-86.0% | $5,651-77.6% |