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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 | $27,812 | $159,978-82.6% | $147,041-81.1% | $145,978-80.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 3.63% | 98.36%-94.7pp | 419.21%-415.6pp | 550.52%-546.9pp |
| Employer contribution / active EE | $459 | $5,288-91.3% | $4,935-90.7% | $4,662-90.2% |
| Participant deferral / active EE | $6,144 | $8,429-27.1% | $8,071-23.9% | $6,690-8.2% |
| Admin fee / account holder | $60,791 | $15,053+303.8% | $13,006+367.4% | $13,400+353.7% |