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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 | $23,301 | $76,407-69.5% | $150,298-84.5% | $82,448-71.7% |
| Participation rate | 54.5% | 66.4%-11.9pp | 77.8%-23.2pp | 68.1%-13.5pp |
| Annual return | 12.92% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,287 | $3,214-60.0% | $5,453-76.4% | $4,139-68.9% |
| Admin fee / account holder | $1,614 | $6,352-74.6% | $14,116-88.6% | $7,234-77.7% |