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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 | $26,552 | $148,582-82.1% | $135,942-80.5% | $139,456-81.0% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 10.14% | 79.26%-69.1pp | 68.28%-58.1pp | 373.45%-363.3pp |
| Employer contribution / active EE | $460 | $5,245-91.2% | $4,858-90.5% | $4,753-90.3% |
| Participant deferral / active EE | $4,319 | $8,101-46.7% | $7,759-44.3% | $6,711-35.6% |
| Admin fee / account holder | $4,646 | $12,402-62.5% | $10,764-56.8% | $11,407-59.3% |