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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 | $34,252 | $48,327-29.1% | $67,575-49.3% | $80,935-57.7% |
| Participation rate | 50.8% | 66.4%-15.6pp | 72.9%-22.1pp | 67.7%-16.9pp |
| Annual return | 9.19% | 18.31%-9.1pp | 3528.98%-3519.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $145 | $2,022-92.9% | $2,736-94.7% | $2,757-94.8% |
| Participant deferral / active EE | $3,397 | $2,927+16.0% | $4,003-15.2% | $4,299-21.0% |
| Admin fee / account holder | $9,183 | $3,692+148.7% | $3,993+130.0% | $6,924+32.6% |