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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 | $94,973 | $154,228-38.4% | $145,433-34.7% | $137,256-30.8% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 3.56% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,921 | $8,216-64.4% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $3,489 | $14,344-75.7% | $13,129-73.4% | $12,270-71.6% |