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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 | $101,591-49.9% | $147,096-65.4% | $74,429-31.7% |
| Participation rate | 59.7% | 75.5%-15.8pp | 82.2%-22.5pp | 67.2%-7.5pp |
| Annual return | 10.62% | 8746.45%-8735.8pp | 419.75%-409.1pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $464 | $3,813-87.8% | $4,936-90.6% | $2,625-82.3% |
| Participant deferral / active EE | $3,702 | $7,302-49.3% | $8,071-54.1% | $4,348-14.9% |
| Admin fee / account holder | $8,612 | $1,750+392.1% | $13,005-33.8% | $1,944+342.9% |