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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 | $20,396 | $49,976-59.2% | $66,674-69.4% | $82,637-75.3% |
| Participation rate | 26.3% | 63.1%-36.8pp | 73.7%-47.4pp | 68.1%-41.7pp |
| Annual return | 11.67% | 39.09%-27.4pp | 321.24%-309.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $248 | $1,988-87.5% | $2,620-90.5% | $2,552-90.3% |
| Participant deferral / active EE | $1,017 | $2,847-64.3% | $4,084-75.1% | $4,126-75.3% |
| Admin fee / account holder | $3,829 | $4,594-16.6% | $5,098-24.9% | $7,339-47.8% |