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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 | $20,205 | $97,125-79.2% | $86,233-76.6% | $137,256-85.3% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.0%-30.9pp | 80.0%-41.9pp |
| Annual return | 4.75% | 74.19%-69.4pp | 61.39%-56.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,431 | $5,180-72.4% | $4,559-68.6% | $6,407-77.7% |
| Admin fee / account holder | $17,109 | $9,725+75.9% | $8,342+105.1% | $12,270+39.4% |