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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 | $58,658 | $88,702-33.9% | $81,780-28.3% | $145,978-59.8% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 9.09% | 1029.12%-1020.0pp | 776.27%-767.2pp | 550.52%-541.4pp |
| Employer contribution / active EE | $329 | $3,084-89.3% | $2,914-88.7% | $4,662-92.9% |
| Participant deferral / active EE | $1,010 | $4,645-78.3% | $4,321-76.6% | $6,690-84.9% |
| Admin fee / account holder | $1,019 | $8,414-87.9% | $7,384-86.2% | $13,400-92.4% |