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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 | $20,664 | $81,358-74.6% | $155,556-86.7% | $80,959-74.5% |
| Participation rate | 40.3% | 66.3%-26.0pp | 78.2%-37.9pp | 67.7%-27.4pp |
| Annual return | 9.66% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $189 | $3,106-93.9% | $4,675-96.0% | $2,757-93.1% |
| Participant deferral / active EE | $983 | $3,455-71.6% | $5,631-82.5% | $4,300-77.1% |
| Admin fee / account holder | $7,295 | $7,994-8.7% | $15,885-54.1% | $6,925+5.3% |