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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 | $48,144 | $80,812-40.4% | $160,784-70.1% | $82,448-41.6% |
| Participation rate | 47.1% | 66.2%-19.2pp | 77.0%-29.9pp | 68.1%-21.0pp |
| Annual return | 5.21% | 100.59%-95.4pp | 1803.92%-1798.7pp | 41.64%-36.4pp |
| Employer contribution / active EE | $381 | $2,174-82.5% | $3,733-89.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,557 | $4,335-64.1% | $6,293-75.3% | $4,139-62.4% |
| Admin fee / account holder | $18,948 | $7,695+146.2% | $9,717+95.0% | $7,234+161.9% |