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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 | $26,537 | $78,690-66.3% | $161,489-83.6% | $87,485-69.7% |
| Participation rate | 52.4% | 67.5%-15.1pp | 78.7%-26.3pp | 68.9%-16.6pp |
| Annual return | 11.64% | 32.74%-21.1pp | 89.72%-78.1pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,001 | $3,311-39.6% | $5,630-64.5% | $4,274-53.2% |
| Admin fee / account holder | $1,047 | $6,724-84.4% | $16,006-93.5% | $7,775-86.5% |