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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 | $16,356 | $81,276-79.9% | $155,574-89.5% | $80,925-79.8% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.7%-20.8pp |
| Annual return | 9.84% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,341 | $3,453-61.2% | $5,629-76.2% | $4,299-68.8% |
| Admin fee / account holder | $5,003 | $7,993-37.4% | $15,914-68.6% | $6,940-27.9% |