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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 | $112,916 | $144,130-21.7% | $117,861-4.2% | $147,586-23.5% |
| Participation rate | 47.1% | 83.4%-36.4pp | 79.7%-32.6pp | 82.8%-35.8pp |
| Annual return | 5.44% | 531.20%-525.8pp | 335.11%-329.7pp | 578.59%-573.1pp |
| Employer contribution / active EE | $224 | $4,897-95.4% | $3,786-94.1% | $4,876-95.4% |
| Participant deferral / active EE | $2,253 | $5,316-57.6% | $4,482-49.7% | $5,439-58.6% |
| Admin fee / account holder | $40,815 | $10,887+274.9% | $8,021+408.9% | $10,886+274.9% |