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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 | $56,408 | $80,812-30.2% | $160,784-64.9% | $82,448-31.6% |
| Participation rate | 48.7% | 66.2%-17.5pp | 77.0%-28.2pp | 68.1%-19.3pp |
| Annual return | 9.46% | 100.59%-91.1pp | 1803.92%-1794.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $354 | $2,174-83.7% | $3,733-90.5% | $2,551-86.1% |
| Participant deferral / active EE | $2,367 | $4,335-45.4% | $6,293-62.4% | $4,139-42.8% |
| Admin fee / account holder | $46,887 | $7,695+509.3% | $9,717+382.5% | $7,234+548.1% |