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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 | $40,105 | $198,462-79.8% | $170,439-76.5% | $147,585-72.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 5.27% | 257.30%-252.0pp | 205.94%-200.7pp | 578.58%-573.3pp |
| Employer contribution / active EE | $848 | $6,184-86.3% | $5,433-84.4% | $4,876-82.6% |
| Participant deferral / active EE | $7,160 | $5,629+27.2% | $4,939+45.0% | $5,439+31.6% |
| Admin fee / account holder | $340 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |