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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 | $26,885 | $51,638-47.9% | $68,368-60.7% | $82,448-67.4% |
| Participation rate | 12.1% | 63.6%-51.5pp | 73.8%-61.7pp | 68.1%-56.0pp |
| Annual return | 10.97% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $177 | $2,047-91.3% | $2,649-93.3% | $2,551-93.1% |
| Participant deferral / active EE | $560 | $2,914-80.8% | $4,123-86.4% | $4,139-86.5% |
| Admin fee / account holder | $8,468 | $4,643+82.4% | $5,150+64.4% | $7,234+17.1% |