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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 | $54,835 | $110,379-50.3% | $102,412-46.5% | $145,884-62.4% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.5%-59.5pp | 80.3%-65.3pp |
| Annual return | 8.87% | 24.84%-16.0pp | 24.94%-16.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $299 | $4,216-92.9% | $3,870-92.3% | $4,662-93.6% |
| Participant deferral / active EE | $2,130 | $5,622-62.1% | $5,060-57.9% | $6,690-68.2% |
| Admin fee / account holder | $326 | $9,745-96.7% | $8,388-96.1% | $13,392-97.6% |