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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 | $11,919 | $52,353-77.2% | $120,225-90.1% | $82,448-85.5% |
| Participation rate | 18.5% | 58.3%-39.8pp | 69.6%-51.1pp | 68.1%-49.5pp |
| Annual return | 8.79% | 61.85%-53.1pp | 439.23%-430.4pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $761 | $2,627-71.0% | $3,999-81.0% | $4,139-81.6% |
| Admin fee / account holder | $1,024 | $4,363-76.5% | $5,696-82.0% | $7,234-85.8% |