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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 | $62,114 | $150,447-58.7% | $136,298-54.4% | $147,586-57.9% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 9.97% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $542 | $5,256-89.7% | $4,696-88.5% | $4,876-88.9% |
| Participant deferral / active EE | $3,310 | $6,631-50.1% | $6,247-47.0% | $5,439-39.1% |
| Admin fee / account holder | $26,939 | $10,906+147.0% | $9,244+191.4% | $10,886+147.5% |