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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 | $60,616 | $144,124-57.9% | $117,857-48.6% | $147,585-58.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 7.06% | 531.17%-524.1pp | 335.09%-328.0pp | 578.57%-571.5pp |
| Employer contribution / active EE | $432 | $4,897-91.2% | $3,786-88.6% | $4,876-91.1% |
| Participant deferral / active EE | $4,005 | $5,316-24.7% | $4,482-10.6% | $5,439-26.4% |
| Admin fee / account holder | $2,053 | $10,886-81.1% | $8,020-74.4% | $10,885-81.1% |