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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 | $43,543 | $109,967-60.4% | $97,197-55.2% | $145,877-70.2% |
| Participation rate | 37.5% | 76.0%-38.5pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 7.09% | 244.27%-237.2pp | 75.47%-68.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,375 | $4,676-49.2% | $4,263-44.3% | $6,691-64.5% |
| Admin fee / account holder | $17,306 | $6,199+179.2% | $5,637+207.0% | $13,402+29.1% |