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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 | $70,402 | $106,008-33.6% | $92,240-23.7% | $147,586-52.3% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.9pp | 82.8%-30.2pp |
| Annual return | 3.76% | 50.05%-46.3pp | 176.29%-172.5pp | 578.59%-574.8pp |
| Employer contribution / active EE | $359 | $4,333-91.7% | $3,680-90.3% | $4,876-92.6% |
| Participant deferral / active EE | $3,021 | $4,478-32.6% | $3,897-22.5% | $5,439-44.5% |
| Admin fee / account holder | $21,954 | $6,333+246.7% | $5,194+322.7% | $10,886+101.7% |