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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 | $27,427 | $72,071-61.9% | $68,368-59.9% | $137,256-80.0% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.0%-61.2pp |
| Annual return | 3.10% | 353.14%-350.0pp | 292.57%-289.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $165 | $2,788-94.1% | $2,649-93.8% | $4,156-96.0% |
| Participant deferral / active EE | $903 | $4,410-79.5% | $4,123-78.1% | $6,407-85.9% |
| Admin fee / account holder | $34,734 | $5,336+551.0% | $5,150+574.5% | $12,270+183.1% |