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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 | $11,906 | $88,754-86.6% | $81,820-85.4% | $145,877-91.8% |
| Participation rate | 22.7% | 75.1%-52.4pp | 72.4%-49.7pp | 80.3%-57.6pp |
| Annual return | 5.92% | 1031.77%-1025.8pp | 777.93%-772.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,903 | $4,648-59.0% | $4,323-56.0% | $6,691-71.6% |
| Admin fee / account holder | $1,184 | $8,424-85.9% | $7,391-84.0% | $13,402-91.2% |