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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 | $76,281 | $117,846-35.3% | $102,434-25.5% | $145,884-47.7% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 7.92% | 31.90%-24.0pp | 29.46%-21.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $169 | $3,615-95.3% | $3,023-94.4% | $4,662-96.4% |
| Participant deferral / active EE | $2,101 | $5,733-63.4% | $5,055-58.4% | $6,690-68.6% |
| Admin fee / account holder | $897 | $13,356-93.3% | $9,462-90.5% | $13,392-93.3% |