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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 | $52,452 | $114,013-54.0% | $103,693-49.4% | $155,188-66.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 5.08% | 49.31%-44.2pp | 47.61%-42.5pp | 148.84%-143.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,654 | $4,970+295.5% | $4,579+329.2% | $6,531+200.9% |
| Admin fee / account holder | $348,166 | $8,407+4041.4% | $7,858+4330.7% | $14,480+2304.5% |