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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 | $50,493 | $63,346-20.3% | $92,240-45.3% | $70,126-28.0% |
| Participation rate | 36.0% | 68.7%-32.7pp | 76.5%-40.5pp | 69.5%-33.5pp |
| Annual return | 9.88% | 530.19%-520.3pp | 176.29%-166.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $364 | $2,471-85.3% | $3,680-90.1% | $2,343-84.5% |
| Participant deferral / active EE | $1,213 | $2,854-57.5% | $3,897-68.9% | $3,332-63.6% |
| Admin fee / account holder | $1,223 | $3,841-68.2% | $5,194-76.5% | $4,645-73.7% |