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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 | $17,757 | $32,037-44.6% | $69,182-74.3% | $62,881-71.8% |
| Participation rate | 23.9% | 43.4%-19.5pp | 55.1%-31.2pp | 69.3%-45.4pp |
| Annual return | 2.50% | 15.16%-12.7pp | -21.93%+24.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $66 | $679-90.2% | $1,206-94.5% | $2,281-97.1% |
| Participant deferral / active EE | $414 | $1,185-65.1% | $1,897-78.2% | $3,203-87.1% |
| Admin fee / account holder | $9,417 | $2,608+261.1% | $2,697+249.2% | $4,296+119.2% |