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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 | $26,927 | $165,381-83.7% | $149,730-82.0% | $158,966-83.1% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 2.51% | 348.29%-345.8pp | 276.70%-274.2pp | 302.95%-300.4pp |
| Employer contribution / active EE | $794 | $5,104-84.4% | $4,645-82.9% | $4,762-83.3% |
| Participant deferral / active EE | $2,590 | $7,182-63.9% | $6,843-62.1% | $5,983-56.7% |
| Admin fee / account holder | $1,752 | $10,809-83.8% | $9,310-81.2% | $11,250-84.4% |