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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 | $47,472 | $160,028-70.3% | $147,080-67.7% | $145,884-67.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.41% | 98.60%-91.2pp | 420.17%-412.8pp | 551.85%-544.4pp |
| Employer contribution / active EE | $185 | $5,286-96.5% | $4,933-96.3% | $4,662-96.0% |
| Participant deferral / active EE | $10,959 | $8,422+30.1% | $8,066+35.9% | $6,690+63.8% |
| Admin fee / account holder | $647 | $15,030-95.7% | $12,989-95.0% | $13,392-95.2% |