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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 | $92,816 | $157,296-41.0% | $141,191-34.3% | $152,897-39.3% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 0.18% | 64.34%-64.2pp | 71.41%-71.2pp | 345.43%-345.3pp |
| Employer contribution / active EE | $578 | $5,262-89.0% | $4,736-87.8% | $4,764-87.9% |
| Participant deferral / active EE | $5,157 | $7,111-27.5% | $6,710-23.1% | $5,851-11.9% |
| Admin fee / account holder | $1,585 | $12,125-86.9% | $10,264-84.6% | $11,599-86.3% |