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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 | $24,668 | $175,231-85.9% | $149,696-83.5% | $139,466-82.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 5.50% | 166.77%-161.3pp | 134.46%-129.0pp | 373.66%-368.2pp |
| Employer contribution / active EE | $728 | $5,478-86.7% | $4,821-84.9% | $4,754-84.7% |
| Participant deferral / active EE | $4,456 | $6,521-31.7% | $5,682-21.6% | $6,712-33.6% |
| Admin fee / account holder | $1,962 | $16,155-87.9% | $13,212-85.1% | $11,409-82.8% |