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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 | $77,530 | $223,823-65.4% | $211,142-63.3% | $154,746-49.9% |
| Participation rate | 30.8% | 87.9%-57.1pp | 87.3%-56.5pp | 80.7%-49.9pp |
| Annual return | 9.02% | 50.39%-41.4pp | 46.84%-37.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $702 | $6,787-89.7% | $6,442-89.1% | $4,379-84.0% |
| Participant deferral / active EE | $3,892 | $9,750-60.1% | $9,284-58.1% | $6,730-42.2% |
| Admin fee / account holder | $556 | $19,707-97.2% | $19,076-97.1% | $14,365-96.1% |