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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 | $59,217 | $91,559-35.3% | $133,971-55.8% | $79,852-25.8% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 1.06% | 61.85%-60.8pp | 45.09%-44.0pp | 31.72%-30.7pp |
| Employer contribution / active EE | $494 | $2,384-79.3% | $3,919-87.4% | $2,471-80.0% |
| Participant deferral / active EE | $3,886 | $3,734+4.1% | $5,047-23.0% | $3,740+3.9% |
| Admin fee / account holder | $10,192 | $6,321+61.2% | $8,929+14.1% | $5,306+92.1% |