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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 | $78,100 | $211,239-63.0% | $178,528-56.3% | $145,877-46.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.31% | 30.22%-22.9pp | 27.11%-19.8pp | 551.28%-544.0pp |
| Employer contribution / active EE | $500 | $4,570-89.1% | $3,950-87.3% | $4,663-89.3% |
| Participant deferral / active EE | $11,500 | $6,963+65.2% | $6,278+83.2% | $6,691+71.9% |
| Admin fee / account holder | $1,788 | $12,095-85.2% | $10,419-82.8% | $13,402-86.7% |