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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 | $101,769 | $183,516-44.5% | $155,534-34.6% | $145,884-30.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.30% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $523 | $5,315-90.2% | $4,675-88.8% | $4,662-88.8% |
| Participant deferral / active EE | $3,488 | $6,467-46.1% | $5,630-38.1% | $6,690-47.9% |
| Admin fee / account holder | $13,340 | $19,293-30.9% | $15,900-16.1% | $13,392-0.4% |