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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 | $12,531 | $112,729-88.9% | $98,716-87.3% | $137,256-90.9% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 1.77% | 38.48%-36.7pp | 31.81%-30.0pp | 220.34%-218.6pp |
| Employer contribution / active EE | $132 | $2,725-95.2% | $2,279-94.2% | $4,156-96.8% |
| Participant deferral / active EE | $1,810 | $4,640-61.0% | $4,048-55.3% | $6,407-71.8% |
| Admin fee / account holder | $42,675 | $10,129+321.3% | $8,703+390.4% | $12,270+247.8% |