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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 | $72,868 | $99,652-26.9% | $78,778-7.5% | $147,586-50.6% |
| Participation rate | 43.8% | 76.2%-32.5pp | 69.2%-25.4pp | 82.8%-39.1pp |
| Annual return | 6.51% | 47.28%-40.8pp | 35.62%-29.1pp | 578.59%-572.1pp |
| Employer contribution / active EE | $225 | $2,796-91.9% | $1,986-88.7% | $4,876-95.4% |
| Participant deferral / active EE | $1,473 | $3,664-59.8% | $2,958-50.2% | $5,439-72.9% |
| Admin fee / account holder | $107,217 | $7,155+1398.4% | $5,134+1988.4% | $10,886+884.9% |