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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 | $51,736 | $85,766-39.7% | $136,297-62.0% | $70,124-26.2% |
| Participation rate | 22.9% | 74.2%-51.3pp | 81.9%-59.1pp | 69.5%-46.7pp |
| Annual return | 13.98% | 31.45%-17.5pp | 5156.19%-5142.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $221 | $2,966-92.5% | $4,696-95.3% | $2,342-90.6% |
| Participant deferral / active EE | $2,533 | $5,051-49.9% | $6,247-59.5% | $3,332-24.0% |
| Admin fee / account holder | $2,941 | $5,420-45.7% | $9,244-68.2% | $4,645-36.7% |