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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 | $75,518 | $181,062-58.3% | $158,223-52.3% | $155,188-51.3% |
| Participation rate | 27.3% | 82.7%-55.4pp | 79.2%-51.9pp | 80.8%-53.5pp |
| Annual return | 8.72% | 57.39%-48.7pp | 52.09%-43.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | -$146 | $4,565-103.2% | $4,109-103.5% | $4,248-103.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,579 | $18,825+35.9% | $16,047+59.4% | $14,480+76.7% |