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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 | $63,271 | $80,748-21.6% | $102,383-38.2% | $74,429-15.0% |
| Participation rate | 58.6% | 65.7%-7.1pp | 74.5%-15.9pp | 67.2%-8.6pp |
| Annual return | 9.47% | 27.57%-18.1pp | 24.94%-15.5pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $762 | $3,159-75.9% | $3,870-80.3% | $2,625-71.0% |
| Participant deferral / active EE | $2,266 | $3,861-41.3% | $5,060-55.2% | $4,348-47.9% |
| Admin fee / account holder | $715 | $2,371-69.9% | $8,391-91.5% | $1,944-63.2% |