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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 | $41,655 | $96,691-56.9% | $86,656-51.9% | $139,487-70.1% |
| Participation rate | 52.4% | 74.4%-22.0pp | 71.7%-19.3pp | 80.3%-28.0pp |
| Annual return | 7.63% | 106.87%-99.2pp | 593.09%-585.5pp | 373.84%-366.2pp |
| Employer contribution / active EE | $264 | $3,267-91.9% | $3,025-91.3% | $4,755-94.5% |
| Participant deferral / active EE | $1,147 | $4,838-76.3% | $4,439-74.2% | $6,713-82.9% |
| Admin fee / account holder | $5,716 | $6,414-10.9% | $5,619+1.7% | $11,407-49.9% |