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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 | $22,612 | $88,996-74.6% | $78,004-71.0% | $138,895-83.7% |
| Participation rate | 21.4% | 74.4%-52.9pp | 69.4%-48.0pp | 79.9%-58.5pp |
| Annual return | 7.39% | 28.03%-20.6pp | 31.07%-23.7pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,184 | $4,724-74.9% | $4,092-71.1% | $6,396-81.5% |
| Admin fee / account holder | $47,547 | $8,807+439.9% | $7,578+527.5% | $12,562+278.5% |