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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 | $28,394 | $165,361-82.8% | $149,715-81.0% | $158,950-82.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -4.49% | 348.24%-352.7pp | 276.66%-281.2pp | 302.91%-307.4pp |
| Employer contribution / active EE | $425 | $5,103-91.7% | $4,645-90.9% | $4,762-91.1% |
| Participant deferral / active EE | $4,258 | $7,182-40.7% | $6,842-37.8% | $5,983-28.8% |
| Admin fee / account holder | $11,432 | $10,808+5.8% | $9,310+22.8% | $11,248+1.6% |