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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 | $12,860 | $99,995-87.1% | $85,063-84.9% | $145,978-91.2% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.3pp | 80.3%-51.1pp |
| Annual return | 5.70% | 83.99%-78.3pp | 66.54%-60.8pp | 550.52%-544.8pp |
| Employer contribution / active EE | $264 | $3,231-91.8% | $2,727-90.3% | $4,662-94.3% |
| Participant deferral / active EE | $1,759 | $5,295-66.8% | $4,523-61.1% | $6,690-73.7% |
| Admin fee / account holder | $3,260 | $7,255-55.1% | $6,155-47.0% | $13,400-75.7% |