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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 | $66,713 | $201,370-66.9% | $184,256-63.8% | $145,897-54.3% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | -0.71% | 29.05%-29.8pp | 28.85%-29.6pp | 552.29%-553.0pp |
| Employer contribution / active EE | $774 | $7,024-89.0% | $6,427-88.0% | $4,663-83.4% |
| Participant deferral / active EE | $5,492 | $9,808-44.0% | $9,133-39.9% | $6,689-17.9% |
| Admin fee / account holder | $1,575 | $16,364-90.4% | $13,899-88.7% | $13,390-88.2% |