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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 | $46,705 | $60,119-22.3% | $90,414-48.3% | $79,860-41.5% |
| Participation rate | 39.3% | 65.0%-25.7pp | 72.7%-33.4pp | 69.6%-30.3pp |
| Annual return | 8.06% | 71.94%-63.9pp | 1293.19%-1285.1pp | 31.72%-23.7pp |
| Employer contribution / active EE | $154 | $2,068-92.5% | $3,262-95.3% | $2,471-93.8% |
| Participant deferral / active EE | $897 | $2,938-69.5% | $3,963-77.4% | $3,740-76.0% |
| Admin fee / account holder | $8,214 | $3,976+106.6% | $5,611+46.4% | $5,306+54.8% |