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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 | $73,157 | $102,382-28.5% | $147,005-50.2% | $80,874-9.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 7.11% | 134.89%-127.8pp | 418.76%-411.7pp | 35.62%-28.5pp |
| Employer contribution / active EE | $334 | $3,715-91.0% | $4,934-93.2% | $2,756-87.9% |
| Participant deferral / active EE | $3,299 | $6,646-50.4% | $8,070-59.1% | $4,297-23.2% |
| Admin fee / account holder | $6,379 | $7,942-19.7% | $13,006-51.0% | $6,935-8.0% |