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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 | $44,019 | $117,904-62.7% | $102,457-57.0% | $145,978-69.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 6.81% | 31.80%-25.0pp | 29.41%-22.6pp | 550.52%-543.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,330 | $5,733-41.9% | $5,054-34.1% | $6,690-50.2% |
| Admin fee / account holder | $65,849 | $13,329+394.0% | $9,451+596.7% | $13,400+391.4% |