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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 | $74,473 | $59,467+25.2% | $93,727-20.5% | $74,4780% |
| Participation rate | 34.8% | 59.6%-24.8pp | 68.7%-33.9pp | 67.2%-32.4pp |
| Annual return | 6.23% | 82.14%-75.9pp | 133.83%-127.6pp | 1370.56%-1364.3pp |
| Employer contribution / active EE | $20 | $1,267-98.5% | $2,421-99.2% | $2,626-99.3% |
| Participant deferral / active EE | $1,840 | $3,052-39.7% | $4,417-58.3% | $4,350-57.7% |
| Admin fee / account holder | $24,540 | $3,028+710.3% | $8,292+196.0% | $1,946+1161.2% |