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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 | $78,100 | $210,698-62.9% | $178,014-56.1% | $145,959-46.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.31% | 386.27%-379.0pp | 294.80%-287.5pp | 561.95%-554.6pp |
| Employer contribution / active EE | $500 | $4,567-89.1% | $3,950-87.3% | $4,661-89.3% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,276+83.2% | $6,689+71.9% |
| Admin fee / account holder | $1,788 | $12,016-85.1% | $10,362-82.7% | $13,398-86.7% |