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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 | $18,719 | $24,891-24.8% | $69,632-73.1% | $74,478-74.9% |
| Participation rate | 12.2% | 63.4%-51.2pp | 66.4%-54.2pp | 67.2%-55.0pp |
| Annual return | 7.07% | 18.53%-11.5pp | 101.32%-94.3pp | 1370.56%-1363.5pp |
| Employer contribution / active EE | $164 | $1,005-83.6% | $1,708-90.4% | $2,626-93.7% |
| Participant deferral / active EE | $804 | $1,908-57.9% | $2,889-72.2% | $4,350-81.5% |
| Admin fee / account holder | $2,043 | $1,904+7.3% | $4,695-56.5% | $1,946+5.0% |