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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 | $14,531 | $57,057-74.5% | $85,009-82.9% | $80,874-82.0% |
| Participation rate | 19.2% | 56.4%-37.1pp | 67.5%-48.3pp | 67.6%-48.4pp |
| Annual return | 0.40% | 21.66%-21.3pp | 66.47%-66.1pp | 35.62%-35.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,505 | $3,112-51.6% | $4,522-66.7% | $4,297-65.0% |
| Admin fee / account holder | $988 | $4,986-80.2% | $6,153-83.9% | $6,935-85.8% |