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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 | $14,654 | $35,183-58.3% | $73,550-80.1% | $70,126-79.1% |
| Participation rate | 30.8% | 42.9%-12.2pp | 54.9%-24.2pp | 69.5%-38.8pp |
| Annual return | 4.18% | 26.90%-22.7pp | -15.16%+19.3pp | 73.15%-69.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $658 | $1,220-46.0% | $1,804-63.5% | $3,332-80.2% |
| Admin fee / account holder | $603 | $2,302-73.8% | $2,320-74.0% | $4,645-87.0% |