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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 | $16,934 | $81,358-79.2% | $155,556-89.1% | $80,959-79.1% |
| Participation rate | 24.1% | 66.3%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | -2.79% | 33.39%-36.2pp | 64.84%-67.6pp | 35.67%-38.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,461 | $3,455-57.7% | $5,631-74.1% | $4,300-66.0% |
| Admin fee / account holder | $2,755 | $7,994-65.5% | $15,885-82.7% | $6,925-60.2% |