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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 | $77,792 | $159,978-51.4% | $147,041-47.1% | $145,978-46.7% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 2.95% | 98.36%-95.4pp | 419.21%-416.3pp | 550.52%-547.6pp |
| Employer contribution / active EE | $689 | $5,288-87.0% | $4,935-86.0% | $4,662-85.2% |
| Participant deferral / active EE | $4,220 | $8,429-49.9% | $8,071-47.7% | $6,690-36.9% |
| Admin fee / account holder | $2,672 | $15,053-82.2% | $13,006-79.5% | $13,400-80.1% |