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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 | $25,846 | $90,397-71.4% | $76,002-66.0% | $145,959-82.3% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 8.28% | 621.97%-613.7pp | 360.07%-351.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $419 | $3,317-87.4% | $2,688-84.4% | $4,661-91.0% |
| Participant deferral / active EE | $1,976 | $5,163-61.7% | $4,257-53.6% | $6,689-70.5% |
| Admin fee / account holder | $47,757 | $8,369+470.6% | $6,414+644.6% | $13,398+256.5% |