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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 | $14,838 | $48,337-69.3% | $67,560-78.0% | $80,959-81.7% |
| Participation rate | 41.8% | 66.4%-24.6pp | 72.9%-31.1pp | 67.7%-25.8pp |
| Annual return | 8.50% | 18.26%-9.8pp | 3533.50%-3525.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $185 | $2,023-90.8% | $2,737-93.2% | $2,757-93.3% |
| Participant deferral / active EE | $1,521 | $2,928-48.1% | $4,004-62.0% | $4,300-64.6% |
| Admin fee / account holder | $1,476 | $3,695-60.1% | $3,994-63.0% | $6,925-78.7% |