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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 | $86,484 | $114,119-24.2% | $107,187-19.3% | $138,895-37.7% |
| Participation rate | 15.4% | 78.1%-62.7pp | 75.0%-59.6pp | 79.9%-64.5pp |
| Annual return | 11.03% | 273.21%-262.2pp | 204.55%-193.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $295 | $4,059-92.7% | $3,782-92.2% | $4,194-93.0% |
| Participant deferral / active EE | $1,808 | $5,538-67.4% | $5,096-64.5% | $6,396-71.7% |
| Admin fee / account holder | $486 | $10,024-95.2% | $9,162-94.7% | $12,562-96.1% |