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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 | $18,575 | $183,592-89.9% | $155,567-88.1% | $145,959-87.3% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 6.88% | 61.24%-54.4pp | 64.74%-57.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $618 | $5,315-88.4% | $4,674-86.8% | $4,661-86.7% |
| Participant deferral / active EE | $2,408 | $6,464-62.7% | $5,628-57.2% | $6,689-64.0% |
| Admin fee / account holder | $716 | $19,318-96.3% | $15,916-95.5% | $13,398-94.7% |