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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 | $26,576 | $51,638-48.5% | $68,368-61.1% | $82,448-67.8% |
| Participation rate | 2.7% | 63.6%-60.9pp | 73.8%-71.0pp | 68.1%-65.4pp |
| Annual return | 5.07% | 37.53%-32.5pp | 292.57%-287.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $635 | $2,914-78.2% | $4,123-84.6% | $4,139-84.7% |
| Admin fee / account holder | $160,498 | $4,643+3356.5% | $5,150+3016.6% | $7,234+2118.6% |