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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 | $68,247 | $198,457-65.6% | $170,435-60.0% | $147,586-53.8% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 2.06% | 257.30%-255.2pp | 205.94%-203.9pp | 578.59%-576.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,114 | $5,629-62.5% | $4,939-57.2% | $5,439-61.1% |
| Admin fee / account holder | $9,178 | $16,852-45.5% | $13,881-33.9% | $10,886-15.7% |