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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 | $16,350 | $112,729-85.5% | $98,716-83.4% | $137,256-88.1% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 1.53% | 38.48%-37.0pp | 31.81%-30.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $123 | $2,725-95.5% | $2,279-94.6% | $4,156-97.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,708 | $10,129-83.1% | $8,703-80.4% | $12,270-86.1% |