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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 | $25,354 | $160,028-84.2% | $147,080-82.8% | $145,884-82.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 6.25% | 98.60%-92.3pp | 420.17%-413.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $503 | $5,286-90.5% | $4,933-89.8% | $4,662-89.2% |
| Participant deferral / active EE | $3,155 | $8,422-62.5% | $8,066-60.9% | $6,690-52.8% |
| Admin fee / account holder | $402 | $15,030-97.3% | $12,989-96.9% | $13,392-97.0% |