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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 | $16,486 | $81,358-79.7% | $155,556-89.4% | $80,959-79.6% |
| Participation rate | 27.0% | 66.3%-39.3pp | 78.2%-51.2pp | 67.7%-40.7pp |
| Annual return | 9.49% | 33.39%-23.9pp | 64.84%-55.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,274 | $3,455-34.2% | $5,631-59.6% | $4,300-47.1% |
| Admin fee / account holder | $2,887 | $7,994-63.9% | $15,885-81.8% | $6,925-58.3% |