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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 | $18,747 | $58,848-68.1% | $88,179-78.7% | $82,637-77.3% |
| Participation rate | 18.5% | 57.9%-39.4pp | 69.1%-50.6pp | 68.1%-49.5pp |
| Annual return | 11.93% | 22.76%-10.8pp | 64.97%-53.0pp | 53.51%-41.6pp |
| Employer contribution / active EE | $149 | $1,678-91.1% | $2,549-94.2% | $2,552-94.2% |
| Participant deferral / active EE | $1,206 | $3,124-61.4% | $4,614-73.9% | $4,126-70.8% |
| Admin fee / account holder | $9,784 | $4,795+104.0% | $7,673+27.5% | $7,339+33.3% |