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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 | $22,367 | $174,379-87.2% | $152,093-85.3% | $138,895-83.9% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 3.29% | 74.86%-71.6pp | 66.36%-63.1pp | 145.39%-142.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,092 | $6,159-66.0% | $5,451-61.6% | $6,396-67.3% |
| Admin fee / account holder | $10,677 | $16,880-36.7% | $14,497-26.3% | $12,562-15.0% |