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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 | $18,963 | $108,882-82.6% | $96,754-80.4% | $154,746-87.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 8.57% | 98.39%-89.8pp | 82.04%-73.5pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,667 | $5,323-12.3% | $4,758-1.9% | $6,730-30.7% |
| Admin fee / account holder | $44,192 | $10,200+333.2% | $8,905+396.3% | $14,365+207.6% |