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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 | $42,662 | $91,167-53.2% | $178,498-76.1% | $79,858-46.6% |
| Participation rate | 16.7% | 69.2%-52.5pp | 81.9%-65.3pp | 69.6%-53.0pp |
| Annual return | 9.95% | 24.19%-14.2pp | 151.09%-141.1pp | 31.72%-21.8pp |
| Employer contribution / active EE | $96 | $3,255-97.0% | $5,011-98.1% | $2,471-96.1% |
| Participant deferral / active EE | $1,683 | $3,236-48.0% | $5,202-67.6% | $3,740-55.0% |
| Admin fee / account holder | $29,181 | $6,747+332.5% | $13,985+108.7% | $5,306+450.0% |