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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 | $66,459 | $183,592-63.8% | $155,574-57.3% | $145,877-54.4% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 3.30% | 61.37%-58.1pp | 64.87%-61.6pp | 551.28%-548.0pp |
| Employer contribution / active EE | $903 | $5,317-83.0% | $4,676-80.7% | $4,663-80.6% |
| Participant deferral / active EE | $2,665 | $6,466-58.8% | $5,629-52.7% | $6,691-60.2% |
| Admin fee / account holder | $10,404 | $19,316-46.1% | $15,914-34.6% | $13,402-22.4% |