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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 | $50,865 | $101,672-50.0% | $147,117-65.4% | $74,478-31.7% |
| Participation rate | 59.7% | 75.5%-15.9pp | 82.2%-22.5pp | 67.2%-7.5pp |
| Annual return | 10.62% | 8757.83%-8747.2pp | 420.54%-409.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $464 | $3,813-87.8% | $4,932-90.6% | $2,626-82.3% |
| Participant deferral / active EE | $3,702 | $7,305-49.3% | $8,065-54.1% | $4,350-14.9% |
| Admin fee / account holder | $8,612 | $1,753+391.2% | $12,993-33.7% | $1,946+342.6% |