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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 | $95,868 | $134,817-28.9% | $123,973-22.7% | $155,188-38.2% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.7%-30.0pp | 80.8%-34.1pp |
| Annual return | 7.56% | 515.49%-507.9pp | 388.13%-380.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $900 | $4,425-79.7% | $4,126-78.2% | $4,248-78.8% |
| Participant deferral / active EE | $2,621 | $5,706-54.1% | $5,247-50.0% | $6,531-59.9% |
| Admin fee / account holder | $386 | $13,245-97.1% | $11,799-96.7% | $14,480-97.3% |