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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 | $33,627 | $51,736-35.0% | $120,225-72.0% | $67,986-50.5% |
| Participation rate | 11.9% | 46.1%-34.2pp | 69.6%-57.7pp | 57.2%-45.3pp |
| Annual return | 10.86% | 31.98%-21.1pp | 439.23%-428.4pp | 31.67%-20.8pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,229 | $2,206-44.3% | $3,999-69.3% | $3,358-63.4% |
| Admin fee / account holder | $14,748 | $4,159+254.6% | $5,696+158.9% | $3,203+360.4% |