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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 | $41,460 | $55,423-25.2% | $155,602-73.4% | $74,400-44.3% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-18.9pp | 67.2%-8.0pp |
| Annual return | 10.17% | 269.07%-258.9pp | 64.81%-54.6pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,678 | $2,835-5.5% | $5,629-52.4% | $4,348-38.4% |
| Admin fee / account holder | $1,912 | $1,744+9.6% | $15,923-88.0% | $1,944-1.6% |