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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 | $64,185 | $162,136-60.4% | $152,301-57.9% | $154,746-58.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 4.16% | 91.02%-86.9pp | 80.50%-76.3pp | 172.34%-168.2pp |
| Employer contribution / active EE | $328 | $4,890-93.3% | $4,624-92.9% | $4,379-92.5% |
| Participant deferral / active EE | $11,856 | $8,341+42.1% | $8,004+48.1% | $6,730+76.2% |
| Admin fee / account holder | $756 | $15,759-95.2% | $14,398-94.8% | $14,365-94.7% |