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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 | $81,149 | $46,877+73.1% | $122,354-33.7% | $70,126+15.7% |
| Participation rate | 17.3% | 58.2%-40.9pp | 71.6%-54.3pp | 69.5%-52.2pp |
| Annual return | 12.31% | 24.22%-11.9pp | 30.28%-18.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,005 | $2,167-53.6% | $3,287-69.4% | $3,332-69.8% |
| Admin fee / account holder | $21,202 | $3,324+537.9% | $5,479+287.0% | $4,645+356.4% |