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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 | $26,839 | $77,574-65.4% | $108,753-75.3% | $86,983-69.1% |
| Participation rate | 56.7% | 62.3%-5.6pp | 71.1%-14.4pp | 69.5%-12.9pp |
| Annual return | 6.73% | 18.42%-11.7pp | 37.47%-30.7pp | 25.83%-19.1pp |
| Employer contribution / active EE | $228 | $1,611-85.9% | $2,427-90.6% | $2,584-91.2% |
| Participant deferral / active EE | $1,997 | $3,128-36.2% | $4,115-51.5% | $4,194-52.4% |
| Admin fee / account holder | $16,388 | $6,529+151.0% | $10,320+58.8% | $7,856+108.6% |