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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 | $38,524 | $44,984-14.4% | $85,009-54.7% | $74,546-48.3% |
| Participation rate | 43.6% | 49.4%-5.8pp | 67.5%-23.9pp | 67.2%-23.6pp |
| Annual return | 10.38% | 26.25%-15.9pp | 66.47%-56.1pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $48 | $1,458-96.7% | $2,728-98.2% | $2,624-98.2% |
| Participant deferral / active EE | $2,730 | $2,733-0.1% | $4,522-39.6% | $4,347-37.2% |
| Admin fee / account holder | $2,453 | $2,208+11.1% | $6,153-60.1% | $1,944+26.2% |