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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 | $53,612 | $111,878-52.1% | $93,727-42.8% | $145,897-63.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 2.33% | 204.28%-201.9pp | 133.83%-131.5pp | 552.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,498 | $4,920+32.1% | $4,417+47.1% | $6,689-2.9% |
| Admin fee / account holder | $58,636 | $10,256+471.7% | $8,292+607.2% | $13,390+337.9% |