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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 | $27,797 | $54,763-49.2% | $90,324-69.2% | $72,976-61.9% |
| Participation rate | 58.5% | 65.2%-6.6pp | 73.3%-14.7pp | 69.5%-11.0pp |
| Annual return | 12.55% | 30.63%-18.1pp | 78.15%-65.6pp | 81.02%-68.5pp |
| Employer contribution / active EE | $65 | $2,093-96.9% | $2,856-97.7% | $2,440-97.3% |
| Participant deferral / active EE | $907 | $2,887-68.6% | $3,885-76.6% | $3,608-74.8% |
| Admin fee / account holder | $21,735 | $3,973+447.0% | $5,356+305.8% | $5,124+324.2% |