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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 | $61,407 | $150,447-59.2% | $136,298-54.9% | $147,586-58.4% |
| Participation rate | 35.3% | 84.4%-49.1pp | 81.9%-46.6pp | 82.8%-47.5pp |
| Annual return | 5.56% | 1049.15%-1043.6pp | 5156.27%-5150.7pp | 578.59%-573.0pp |
| Employer contribution / active EE | $396 | $5,256-92.5% | $4,696-91.6% | $4,876-91.9% |
| Participant deferral / active EE | $2,213 | $6,631-66.6% | $6,247-64.6% | $5,439-59.3% |
| Admin fee / account holder | $14,024 | $10,906+28.6% | $9,244+51.7% | $10,886+28.8% |