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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 | $18,576 | $87,546-78.8% | $75,784-75.5% | $125,389-85.2% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -6.81% | 13.49%-20.3pp | 9.68%-16.5pp | 282.24%-289.1pp |
| Employer contribution / active EE | $23 | $3,930-99.4% | $3,323-99.3% | $4,866-99.5% |
| Participant deferral / active EE | $2,284 | $4,230-46.0% | $3,652-37.5% | $5,352-57.3% |
| Admin fee / account holder | $6,559 | $6,503+0.9% | $5,300+23.8% | $9,541-31.3% |