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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 | $13,600 | $72,071-81.1% | $68,368-80.1% | $137,256-90.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.59% | 353.14%-340.5pp | 292.57%-280.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $302 | $2,788-89.2% | $2,649-88.6% | $4,156-92.7% |
| Participant deferral / active EE | $2,032 | $4,410-53.9% | $4,123-50.7% | $6,407-68.3% |
| Admin fee / account holder | $8,276 | $5,336+55.1% | $5,150+60.7% | $12,270-32.6% |