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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 | $65,716 | $157,304-58.2% | $141,197-53.5% | $152,909-57.0% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 12.61% | 64.34%-51.7pp | 71.41%-58.8pp | 345.46%-332.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,115 | $7,111-14.0% | $6,710-8.9% | $5,851+4.5% |
| Admin fee / account holder | $1,240 | $12,126-89.8% | $10,265-87.9% | $11,601-89.3% |