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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 | $20,264 | $57,330-64.7% | $86,656-76.6% | $75,177-73.0% |
| Participation rate | 34.5% | 63.2%-28.7pp | 71.7%-37.2pp | 67.2%-32.7pp |
| Annual return | 13.02% | 2675.40%-2662.4pp | 593.09%-580.1pp | 160.75%-147.7pp |
| Employer contribution / active EE | $120 | $2,316-94.8% | $3,025-96.0% | $2,671-95.5% |
| Participant deferral / active EE | $1,267 | $3,320-61.8% | $4,439-71.5% | $4,126-69.3% |
| Admin fee / account holder | $1,482 | $4,115-64.0% | $5,619-73.6% | $5,651-73.8% |