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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 | $17,112 | $65,395-73.8% | $182,540-90.6% | $72,975-76.6% |
| Participation rate | 69.6% | 65.4%+4.1pp | 78.0%-8.4pp | 69.5%+0.1pp |
| Annual return | 17.99% | 27.68%-9.7pp | 148.58%-130.6pp | 81.01%-63.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,466 | $3,563-58.8% | $5,525-73.5% | $3,608-59.4% |
| Admin fee / account holder | $8,811 | $4,245+107.6% | $8,593+2.5% | $5,124+72.0% |