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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 | $15,411 | $81,358-81.1% | $155,556-90.1% | $80,959-81.0% |
| Participation rate | 44.8% | 66.3%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 8.89% | 33.39%-24.5pp | 64.84%-55.9pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,596 | $3,455-24.9% | $5,631-53.9% | $4,300-39.6% |
| Admin fee / account holder | $3,553 | $7,994-55.6% | $15,885-77.6% | $6,925-48.7% |