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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 | $36,288 | $63,346-42.7% | $92,239-60.7% | $70,124-48.3% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 10.81% | 530.19%-519.4pp | 176.29%-165.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,185 | $2,854-58.5% | $3,897-69.6% | $3,332-64.4% |
| Admin fee / account holder | $12,179 | $3,841+217.1% | $5,194+134.5% | $4,645+162.2% |