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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 | $60,848 | $102,595-40.7% | $94,057-35.3% | $154,746-60.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 4.14% | 583.42%-579.3pp | 480.62%-476.5pp | 172.34%-168.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,145 | $5,118+117.7% | $4,709+136.6% | $6,730+65.6% |
| Admin fee / account holder | $5,426 | $7,736-29.9% | $7,244-25.1% | $14,365-62.2% |