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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 | $29,355 | $71,057-58.7% | $93,654-68.7% | $80,874-63.7% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.6%-47.6pp |
| Annual return | 9.01% | 11.26%-2.2pp | 133.34%-124.3pp | 35.62%-26.6pp |
| Employer contribution / active EE | $110 | $1,564-92.9% | $2,421-95.4% | $2,756-96.0% |
| Participant deferral / active EE | $2,149 | $4,034-46.7% | $4,413-51.3% | $4,297-50.0% |
| Admin fee / account holder | $156,649 | $6,944+2155.9% | $8,282+1791.4% | $6,935+2158.8% |