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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 | $25,173 | $48,337-47.9% | $67,560-62.7% | $80,959-68.9% |
| Participation rate | 51.9% | 66.4%-14.6pp | 72.9%-21.1pp | 67.7%-15.8pp |
| Annual return | 11.16% | 18.26%-7.1pp | 3533.50%-3522.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1 | $2,023-99.9% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,204 | $2,928-58.9% | $4,004-69.9% | $4,300-72.0% |
| Admin fee / account holder | $2,493 | $3,695-32.5% | $3,994-37.6% | $6,925-64.0% |