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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 | $16,420 | $95,406-82.8% | $185,849-91.2% | $85,847-80.9% |
| Participation rate | 51.6% | 68.8%-17.2pp | 81.7%-30.1pp | 69.3%-17.7pp |
| Annual return | 8.71% | 23.59%-14.9pp | 122.10%-113.4pp | 318.61%-309.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,603 | $3,424-53.2% | $5,569-71.2% | $3,952-59.4% |
| Admin fee / account holder | $1,236 | $7,214-82.9% | $16,244-92.4% | $6,261-80.3% |