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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 | $43,603 | $157,304-72.3% | $141,197-69.1% | $152,909-71.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 9.91% | 64.34%-54.4pp | 71.41%-61.5pp | 345.46%-335.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,559 | $7,111+34.4% | $6,710+42.5% | $5,851+63.4% |
| Admin fee / account holder | $37,093 | $12,126+205.9% | $10,265+261.4% | $11,601+219.7% |