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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 | $43,881 | $148,623-70.5% | $135,974-67.7% | $139,466-68.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 4.60% | 79.30%-74.7pp | 68.30%-63.7pp | 373.66%-369.1pp |
| Employer contribution / active EE | $220 | $5,246-95.8% | $4,859-95.5% | $4,754-95.4% |
| Participant deferral / active EE | $4,555 | $8,103-43.8% | $7,760-41.3% | $6,712-32.1% |
| Admin fee / account holder | $1,807 | $12,406-85.4% | $10,767-83.2% | $11,409-84.2% |