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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 | $38,706 | $55,470-30.2% | $155,556-75.1% | $74,478-48.0% |
| Participation rate | 22.8% | 61.9%-39.1pp | 78.2%-55.4pp | 67.2%-44.4pp |
| Annual return | 8.88% | 269.80%-260.9pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $240 | $2,267-89.4% | $4,675-94.9% | $2,626-90.8% |
| Participant deferral / active EE | $954 | $2,838-66.4% | $5,631-83.1% | $4,350-78.1% |
| Admin fee / account holder | $1,391 | $1,744-20.2% | $15,885-91.2% | $1,946-28.5% |