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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 | $52,581-36.0% | $130,788-74.3% | $64,340-47.7% |
| Participation rate | 11.9% | 46.5%-34.6pp | 70.1%-58.2pp | 55.2%-43.3pp |
| Annual return | 10.86% | 20.39%-9.5pp | 386.44%-375.6pp | 24.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,229 | $2,200-44.2% | $4,137-70.3% | $2,980-58.8% |
| Admin fee / account holder | $14,748 | $4,583+221.8% | $6,673+121.0% | $3,703+298.3% |