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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 | $13,462 | $172,111-92.2% | $150,298-91.0% | $137,256-90.2% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 7.97% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,555 | $6,166+6.3% | $5,453+20.2% | $6,407+2.3% |
| Admin fee / account holder | $1,904 | $16,471-88.4% | $14,116-86.5% | $12,270-84.5% |