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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 | $21,358 | $56,063-61.9% | $76,051-71.9% | $80,911-73.6% |
| Participation rate | 18.8% | 62.0%-43.3pp | 69.1%-50.3pp | 67.6%-48.9pp |
| Annual return | 6.92% | 20.54%-13.6pp | 360.42%-353.5pp | 35.63%-28.7pp |
| Employer contribution / active EE | $346 | $1,874-81.5% | $2,690-87.1% | $2,756-87.4% |
| Participant deferral / active EE | $1,774 | $3,052-41.9% | $4,257-58.3% | $4,297-58.7% |
| Admin fee / account holder | $1,889 | $5,240-63.9% | $6,416-70.6% | $6,935-72.8% |