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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 | $151,950 | $183,592-17.2% | $155,574-2.3% | $145,877+4.2% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 5.62% | 61.37%-55.8pp | 64.87%-59.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $661 | $5,317-87.6% | $4,676-85.9% | $4,663-85.8% |
| Participant deferral / active EE | $3,573 | $6,466-44.7% | $5,629-36.5% | $6,691-46.6% |
| Admin fee / account holder | $8,145 | $19,316-57.8% | $15,914-48.8% | $13,402-39.2% |