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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 | $49,890 | $157,304-68.3% | $141,197-64.7% | $152,909-67.4% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 12.09% | 64.34%-52.3pp | 71.41%-59.3pp | 345.46%-333.4pp |
| Employer contribution / active EE | $99 | $5,263-98.1% | $4,736-97.9% | $4,764-97.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,510 | $12,126-13.3% | $10,265+2.4% | $11,601-9.4% |