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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 | $35,123 | $162,136-78.3% | $152,301-76.9% | $154,746-77.3% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 9.88% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,743 | $8,341-55.1% | $8,004-53.2% | $6,730-44.4% |
| Admin fee / account holder | $1,872 | $15,759-88.1% | $14,398-87.0% | $14,365-87.0% |