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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 | $53,728 | $49,976+7.5% | $66,674-19.4% | $82,637-35.0% |
| Participation rate | 23.4% | 63.1%-39.7pp | 73.7%-50.3pp | 68.1%-44.7pp |
| Annual return | 12.56% | 39.09%-26.5pp | 321.24%-308.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $586 | $2,847-79.4% | $4,084-85.6% | $4,126-85.8% |
| Admin fee / account holder | $890 | $4,594-80.6% | $5,098-82.5% | $7,339-87.9% |