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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 | $16,575 | $81,262-79.6% | $155,602-89.3% | $80,911-79.5% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.6%-55.1pp |
| Annual return | 7.31% | 33.34%-26.0pp | 64.81%-57.5pp | 35.63%-28.3pp |
| Employer contribution / active EE | $1 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,013 | $3,451-70.7% | $5,629-82.0% | $4,297-76.4% |
| Admin fee / account holder | $6,086 | $7,992-23.9% | $15,923-61.8% | $6,935-12.2% |