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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 | $64,853 | $100,203-35.3% | $85,240-23.9% | $145,897-55.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 7.60% | 84.28%-76.7pp | 66.75%-59.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $267 | $3,242-91.8% | $2,735-90.3% | $4,663-94.3% |
| Participant deferral / active EE | $4,000 | $5,299-24.5% | $4,527-11.6% | $6,689-40.2% |
| Admin fee / account holder | $629 | $7,265-91.3% | $6,165-89.8% | $13,390-95.3% |