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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 | $22,562 | $55,889-59.6% | $76,119-70.4% | $80,935-72.1% |
| Participation rate | 30.3% | 62.1%-31.8pp | 69.1%-38.8pp | 67.7%-37.4pp |
| Annual return | 9.07% | 20.58%-11.5pp | 361.25%-352.2pp | 35.66%-26.6pp |
| Employer contribution / active EE | $191 | $1,866-89.8% | $2,693-92.9% | $2,757-93.1% |
| Participant deferral / active EE | $1,062 | $3,051-65.2% | $4,259-75.1% | $4,299-75.3% |
| Admin fee / account holder | $1,647 | $5,241-68.6% | $6,421-74.3% | $6,924-76.2% |