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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 | $35,941 | $212,386-83.1% | $199,883-82.0% | $138,895-74.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 5.60% | 47.75%-42.1pp | 43.81%-38.2pp | 145.39%-139.8pp |
| Employer contribution / active EE | $220 | $6,625-96.7% | $6,261-96.5% | $4,194-94.8% |
| Participant deferral / active EE | $3,656 | $9,617-62.0% | $9,138-60.0% | $6,396-42.8% |
| Admin fee / account holder | $321 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |