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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 | $104,640 | $159,978-34.6% | $147,041-28.8% | $145,978-28.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.42% | 98.36%-90.9pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $384 | $5,288-92.7% | $4,935-92.2% | $4,662-91.8% |
| Participant deferral / active EE | $3,356 | $8,429-60.2% | $8,071-58.4% | $6,690-49.8% |
| Admin fee / account holder | $45,253 | $15,053+200.6% | $13,006+247.9% | $13,400+237.7% |