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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 | $57,813 | $180,459-68.0% | $154,108-62.5% | $135,380-57.3% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -11.75% | 888.21%-900.0pp | 735.21%-747.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $278 | $6,035-95.4% | $5,298-94.7% | $4,779-94.2% |
| Participant deferral / active EE | $3,545 | $5,806-39.0% | $5,081-30.2% | $5,609-36.8% |
| Admin fee / account holder | $556 | $16,145-96.6% | $13,411-95.9% | $10,828-94.9% |