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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 | $14,229 | $48,327-70.6% | $67,575-78.9% | $80,935-82.4% |
| Participation rate | 19.8% | 66.4%-46.6pp | 72.9%-53.1pp | 67.7%-47.9pp |
| Annual return | 10.90% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $222 | $2,022-89.0% | $2,736-91.9% | $2,757-91.9% |
| Participant deferral / active EE | $853 | $2,927-70.8% | $4,003-78.7% | $4,299-80.2% |
| Admin fee / account holder | $1,166 | $3,692-68.4% | $3,993-70.8% | $6,924-83.2% |