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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 | $25,875 | $95,383-72.9% | $185,837-86.1% | $85,856-69.9% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 9.77% | 23.59%-13.8pp | 122.08%-112.3pp | 318.58%-308.8pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,184 | $3,423-36.2% | $5,568-60.8% | $3,952-44.7% |
| Admin fee / account holder | $19,355 | $7,213+168.3% | $16,241+19.2% | $6,261+209.2% |