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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 | $13,033 | $182,442-92.9% | $163,379-92.0% | $138,895-90.6% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 9.23% | 72.74%-63.5pp | 63.41%-54.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,553 | $6,817-62.6% | $6,282-59.4% | $6,396-60.1% |
| Admin fee / account holder | $2,644 | $10,396-74.6% | $9,818-73.1% | $12,562-79.0% |