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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 | $17,861 | $48,327-63.0% | $67,575-73.6% | $80,935-77.9% |
| Participation rate | 11.8% | 66.4%-54.6pp | 72.9%-61.1pp | 67.7%-55.9pp |
| Annual return | 7.19% | 18.31%-11.1pp | 3528.98%-3521.8pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,086 | $2,927-62.9% | $4,003-72.9% | $4,299-74.7% |
| Admin fee / account holder | $4,834 | $3,692+30.9% | $3,993+21.1% | $6,924-30.2% |