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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 | $82,822 | $183,539-54.9% | $155,556-46.8% | $145,897-43.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.37% | 61.31%-52.9pp | 64.84%-56.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,180 | $6,467+42.0% | $5,631+63.0% | $6,689+37.2% |
| Admin fee / account holder | $3,792 | $19,275-80.3% | $15,885-76.1% | $13,390-71.7% |