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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 | $44,897 | $150,447-70.2% | $136,298-67.1% | $147,586-69.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | -1.30% | 1049.15%-1050.5pp | 5156.27%-5157.6pp | 578.59%-579.9pp |
| Employer contribution / active EE | $458 | $5,256-91.3% | $4,696-90.2% | $4,876-90.6% |
| Participant deferral / active EE | $5,241 | $6,631-21.0% | $6,247-16.1% | $5,439-3.6% |
| Admin fee / account holder | $742 | $10,906-93.2% | $9,244-92.0% | $10,886-93.2% |