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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 | $46,726 | $160,040-70.8% | $147,096-68.2% | $145,877-68.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 7.91% | 98.49%-90.6pp | 419.75%-411.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $718 | $5,289-86.4% | $4,936-85.5% | $4,663-84.6% |
| Participant deferral / active EE | $3,136 | $8,429-62.8% | $8,071-61.1% | $6,691-53.1% |
| Admin fee / account holder | $1,009 | $15,050-93.3% | $13,005-92.2% | $13,402-92.5% |