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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 | $23,711 | $51,638-54.1% | $68,368-65.3% | $82,448-71.2% |
| Participation rate | 10.5% | 63.6%-53.1pp | 73.8%-63.2pp | 68.1%-57.5pp |
| Annual return | 8.58% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $127 | $2,047-93.8% | $2,649-95.2% | $2,551-95.0% |
| Participant deferral / active EE | $581 | $2,914-80.0% | $4,123-85.9% | $4,139-86.0% |
| Admin fee / account holder | $23,135 | $4,643+398.2% | $5,150+349.2% | $7,234+219.8% |