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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 | $63,122 | $150,445-58.0% | $136,297-53.7% | $147,585-57.2% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 6.03% | 1049.14%-1043.1pp | 5156.16%-5150.1pp | 578.57%-572.5pp |
| Employer contribution / active EE | $595 | $5,256-88.7% | $4,696-87.3% | $4,876-87.8% |
| Participant deferral / active EE | $2,852 | $6,631-57.0% | $6,247-54.3% | $5,439-47.6% |
| Admin fee / account holder | $13,723 | $10,906+25.8% | $9,244+48.5% | $10,885+26.1% |