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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 | $23,294 | $54,541-57.3% | $78,778-70.4% | $70,124-66.8% |
| Participation rate | 31.5% | 60.8%-29.3pp | 69.2%-37.7pp | 69.5%-38.1pp |
| Annual return | 11.82% | 21.07%-9.3pp | 35.62%-23.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,422 | $2,210-35.7% | $2,958-51.9% | $3,332-57.3% |
| Admin fee / account holder | $10,926 | $3,709+194.6% | $5,134+112.8% | $4,645+135.2% |