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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 | $30,441 | $65,440-53.5% | $98,506-69.1% | $85,851-64.5% |
| Participation rate | 32.3% | 65.0%-32.8pp | 73.3%-41.1pp | 69.3%-37.1pp |
| Annual return | 11.33% | 21.75%-10.4pp | 1494.92%-1483.6pp | 318.63%-307.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,423 | $3,168-55.1% | $4,277-66.7% | $3,952-64.0% |
| Admin fee / account holder | $352 | $4,596-92.3% | $5,955-94.1% | $6,261-94.4% |