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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 | $30,644 | $53,837-43.1% | $75,714-59.5% | $85,847-64.3% |
| Participation rate | 31.6% | 69.1%-37.5pp | 74.8%-43.3pp | 69.3%-37.7pp |
| Annual return | 9.05% | 24.54%-15.5pp | 104.62%-95.6pp | 318.61%-309.6pp |
| Employer contribution / active EE | $278 | $2,017-86.2% | $2,744-89.9% | $2,565-89.2% |
| Participant deferral / active EE | $1,864 | $2,895-35.6% | $3,820-51.2% | $3,952-52.8% |
| Admin fee / account holder | $14,688 | $3,339+339.9% | $3,619+305.9% | $6,261+134.6% |