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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 | $12,280 | $75,541-83.7% | $152,093-91.9% | $82,637-85.1% |
| Participation rate | 37.5% | 66.5%-29.0pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 8.05% | 32.56%-24.5pp | 66.36%-58.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,410 | $3,206-56.0% | $5,451-74.1% | $4,126-65.8% |
| Admin fee / account holder | $17,110 | $6,405+167.2% | $14,497+18.0% | $7,339+133.1% |