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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 | $16,519 | $84,233-80.4% | $170,436-90.3% | $70,131-76.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 11.15% | 23.06%-11.9pp | 205.94%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $305 | $3,387-91.0% | $5,433-94.4% | $2,342-87.0% |
| Participant deferral / active EE | $1,026 | $3,086-66.8% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $1,048 | $5,698-81.6% | $13,880-92.4% | $4,645-77.4% |