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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 | $14,994 | $49,255-69.6% | $70,494-78.7% | $79,856-81.2% |
| Participation rate | 47.2% | 69.2%-21.9pp | 75.1%-27.8pp | 69.6%-22.4pp |
| Annual return | 2.98% | 30.10%-27.1pp | 109.16%-106.2pp | 31.71%-28.7pp |
| Employer contribution / active EE | $374 | $2,100-82.2% | $2,738-86.3% | $2,471-84.9% |
| Participant deferral / active EE | $1,196 | $2,768-56.8% | $3,711-67.8% | $3,741-68.0% |
| Admin fee / account holder | $12,653 | $2,879+339.5% | $3,848+228.8% | $5,306+138.4% |