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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 | $16,980 | $183,516-90.7% | $155,534-89.1% | $145,884-88.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.91% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $944 | $5,315-82.2% | $4,675-79.8% | $4,662-79.8% |
| Participant deferral / active EE | $1,931 | $6,467-70.1% | $5,630-65.7% | $6,690-71.1% |
| Admin fee / account holder | $55,296 | $19,293+186.6% | $15,900+247.8% | $13,392+312.9% |