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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 | $22,318 | $47,848-53.4% | $81,473-72.6% | $70,126-68.2% |
| Participation rate | 10.0% | 58.3%-48.3pp | 68.0%-58.0pp | 69.5%-59.5pp |
| Annual return | 0.96% | 27.25%-26.3pp | 38.78%-37.8pp | 73.15%-72.2pp |
| Employer contribution / active EE | $132 | $1,527-91.4% | $2,568-94.9% | $2,343-94.4% |
| Participant deferral / active EE | $1,606 | $2,453-34.5% | $3,537-54.6% | $3,332-51.8% |
| Admin fee / account holder | $6,170 | $3,145+96.2% | $4,561+35.3% | $4,645+32.8% |