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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 | $63,421 | $175,257-63.8% | $149,717-57.6% | $139,456-54.5% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 6.48% | 166.70%-160.2pp | 134.41%-127.9pp | 373.45%-367.0pp |
| Employer contribution / active EE | $957 | $5,477-82.5% | $4,820-80.1% | $4,753-79.9% |
| Participant deferral / active EE | $4,167 | $6,521-36.1% | $5,682-26.7% | $6,711-37.9% |
| Admin fee / account holder | $937 | $16,156-94.2% | $13,213-92.9% | $11,407-91.8% |