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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 | $21,947 | $175,259-87.5% | $149,723-85.3% | $139,487-84.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.47% | 166.82%-157.3pp | 134.50%-125.0pp | 373.84%-364.4pp |
| Employer contribution / active EE | $250 | $5,478-95.4% | $4,821-94.8% | $4,755-94.7% |
| Participant deferral / active EE | $2,523 | $6,522-61.3% | $5,682-55.6% | $6,713-62.4% |
| Admin fee / account holder | $15,736 | $16,158-2.6% | $13,215+19.1% | $11,407+37.9% |