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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 | $16,262 | $154,228-89.5% | $145,433-88.8% | $137,256-88.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.79% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $836 | $4,804-82.6% | $4,554-81.7% | $4,156-79.9% |
| Participant deferral / active EE | $8,025 | $8,216-2.3% | $7,897+1.6% | $6,407+25.3% |
| Admin fee / account holder | $22,053 | $14,344+53.8% | $13,129+68.0% | $12,270+79.7% |