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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 | $163,235 | $172,111-5.2% | $150,298+8.6% | $137,256+18.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 2.16% | 69.37%-67.2pp | 62.79%-60.6pp | 220.34%-218.2pp |
| Employer contribution / active EE | $558 | $4,636-88.0% | $4,154-86.6% | $4,156-86.6% |
| Participant deferral / active EE | $5,008 | $6,166-18.8% | $5,453-8.2% | $6,407-21.8% |
| Admin fee / account holder | $14,815 | $16,471-10.1% | $14,116+5.0% | $12,270+20.7% |