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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 | $33,838 | $85,766-60.5% | $136,298-75.2% | $70,126-51.7% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 6.45% | 31.46%-25.0pp | 5156.27%-5149.8pp | 73.15%-66.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,800 | $5,051+14.8% | $6,247-7.2% | $3,332+74.1% |
| Admin fee / account holder | $16,095 | $5,421+196.9% | $9,244+74.1% | $4,645+246.5% |