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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 | $24,653 | $81,276-69.7% | $155,574-84.2% | $80,925-69.5% |
| Participation rate | 37.0% | 66.2%-29.2pp | 78.2%-41.2pp | 67.7%-30.6pp |
| Annual return | 10.61% | 33.36%-22.7pp | 64.87%-54.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,485 | $3,453-57.0% | $5,629-73.6% | $4,299-65.5% |
| Admin fee / account holder | $372 | $7,993-95.3% | $15,914-97.7% | $6,940-94.6% |