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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 | $20,906 | $117,846-82.3% | $102,434-79.6% | $145,884-85.7% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 7.42% | 31.90%-24.5pp | 29.46%-22.0pp | 551.85%-544.4pp |
| Employer contribution / active EE | $681 | $3,615-81.2% | $3,023-77.5% | $4,662-85.4% |
| Participant deferral / active EE | $4,803 | $5,733-16.2% | $5,055-5.0% | $6,690-28.2% |
| Admin fee / account holder | $6,847 | $13,356-48.7% | $9,462-27.6% | $13,392-48.9% |