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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 | $43,729 | $176,120-75.2% | $159,487-72.6% | $167,553-73.9% |
| Participation rate | 30.4% | 85.0%-54.5pp | 82.8%-52.4pp | 82.1%-51.7pp |
| Annual return | 6.37% | 331.95%-325.6pp | 263.71%-257.3pp | 478.89%-472.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,700 | $7,752-65.2% | $7,354-63.3% | $6,343-57.4% |
| Admin fee / account holder | $6,698 | $12,561-46.7% | $10,804-38.0% | $12,316-45.6% |