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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 | $30,759 | $156,398-80.3% | $147,318-79.1% | $138,895-77.9% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 9.60% | 78.75%-69.2pp | 70.43%-60.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,854 | $8,237+7.5% | $7,906+12.0% | $6,396+38.4% |
| Admin fee / account holder | $6,327 | $14,976-57.7% | $13,708-53.8% | $12,562-49.6% |