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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 | $90,601 | $160,028-43.4% | $147,080-38.4% | $145,884-37.9% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 7.87% | 98.60%-90.7pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $760 | $5,286-85.6% | $4,933-84.6% | $4,662-83.7% |
| Participant deferral / active EE | $3,819 | $8,422-54.7% | $8,066-52.7% | $6,690-42.9% |
| Admin fee / account holder | $14,027 | $15,030-6.7% | $12,989+8.0% | $13,392+4.7% |