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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 | $44,951 | $95,406-52.9% | $185,849-75.8% | $85,847-47.6% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.7pp |
| Annual return | 9.51% | 23.59%-14.1pp | 122.10%-112.6pp | 318.61%-309.1pp |
| Employer contribution / active EE | $217 | $3,314-93.5% | $5,169-95.8% | $2,565-91.6% |
| Participant deferral / active EE | $3,311 | $3,424-3.3% | $5,569-40.5% | $3,952-16.2% |
| Admin fee / account holder | $507 | $7,214-93.0% | $16,244-96.9% | $6,261-91.9% |