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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 | $30,029 | $52,450-42.7% | $129,397-76.8% | $74,429-59.7% |
| Participation rate | 52.4% | 53.8%-1.5pp | 69.6%-17.2pp | 67.2%-14.8pp |
| Annual return | 9.67% | 15.65%-6.0pp | 9453.98%-9444.3pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $285 | $1,532-81.4% | $4,154-93.1% | $2,625-89.2% |
| Participant deferral / active EE | $2,271 | $2,797-18.8% | $4,167-45.5% | $4,348-47.8% |
| Admin fee / account holder | $2,319 | $2,636-12.0% | $7,679-69.8% | $1,944+19.3% |