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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 | $47,396 | $171,867-72.4% | $149,721-68.3% | $147,586-67.9% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 8.89% | 2113.36%-2104.5pp | 1501.67%-1492.8pp | 578.59%-569.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,521 | $7,270-51.6% | $6,568-46.4% | $5,439-35.3% |
| Admin fee / account holder | $918 | $13,799-93.3% | $11,282-91.9% | $10,886-91.6% |