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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 | $22,503 | $55,902-59.7% | $76,030-70.4% | $80,959-72.2% |
| Participation rate | 29.3% | 62.1%-32.8pp | 69.1%-39.8pp | 67.7%-38.4pp |
| Annual return | 10.18% | 20.59%-10.4pp | 361.54%-351.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $131 | $1,867-93.0% | $2,688-95.1% | $2,757-95.2% |
| Participant deferral / active EE | $1,037 | $3,051-66.0% | $4,257-75.6% | $4,300-75.9% |
| Admin fee / account holder | $4,868 | $5,239-7.1% | $6,421-24.2% | $6,925-29.7% |