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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 | $28,951 | $165,584-82.5% | $142,942-79.7% | $137,256-78.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 8.37% | 164.22%-155.9pp | 113.70%-105.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,462 | $8,194-70.0% | $7,128-65.5% | $6,407-61.6% |
| Admin fee / account holder | $13,573 | $16,167-16.0% | $12,475+8.8% | $12,270+10.6% |