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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 | $28,133 | $175,231-83.9% | $149,696-81.2% | $139,466-79.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.45% | 166.77%-162.3pp | 134.46%-130.0pp | 373.66%-369.2pp |
| Employer contribution / active EE | $793 | $5,478-85.5% | $4,821-83.6% | $4,754-83.3% |
| Participant deferral / active EE | $1,947 | $6,521-70.1% | $5,682-65.7% | $6,712-71.0% |
| Admin fee / account holder | $1,760 | $16,155-89.1% | $13,212-86.7% | $11,409-84.6% |