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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 | $77,405 | $175,231-55.8% | $149,696-48.3% | $139,466-44.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.24% | 166.77%-162.5pp | 134.46%-130.2pp | 373.66%-369.4pp |
| Employer contribution / active EE | $974 | $5,478-82.2% | $4,821-79.8% | $4,754-79.5% |
| Participant deferral / active EE | $4,949 | $6,521-24.1% | $5,682-12.9% | $6,712-26.3% |
| Admin fee / account holder | $213,311 | $16,155+1220.4% | $13,212+1514.5% | $11,409+1769.7% |