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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 | $14,415 | $124,980-88.5% | $108,359-86.7% | $154,746-90.7% |
| Participation rate | 45.8% | 75.2%-29.3pp | 70.1%-24.3pp | 80.7%-34.9pp |
| Annual return | 7.36% | 45.00%-37.6pp | 36.89%-29.5pp | 172.34%-165.0pp |
| Employer contribution / active EE | $354 | $2,851-87.6% | $2,399-85.2% | $4,379-91.9% |
| Participant deferral / active EE | $1,296 | $4,743-72.7% | $4,137-68.7% | $6,730-80.7% |
| Admin fee / account holder | $3,984 | $11,502-65.4% | $9,741-59.1% | $14,365-72.3% |