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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 | $39,284 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-85.7% |
| Participation rate | 27.8% | 74.1%-46.3pp | 68.4%-40.6pp | 83.0%-55.2pp |
| Annual return | -5.32% | 2.55%-7.9pp | 5.24%-10.6pp | 41.46%-46.8pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,533 | $2,962-48.3% | $2,591-40.8% | $5,287-71.0% |
| Admin fee / account holder | $5,748 | $3,725+54.3% | $2,903+98.0% | $10,133-43.3% |