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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 | $18,404 | $27,936-34.1% | $58,561-68.6% | $75,173-75.5% |
| Participation rate | 10.7% | 38.8%-28.1pp | 50.9%-40.2pp | 67.2%-56.5pp |
| Annual return | 8.26% | 44.21%-36.0pp | 4251.33%-4243.1pp | 160.72%-152.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $557 | $1,202-53.6% | $1,923-71.0% | $4,126-86.5% |
| Admin fee / account holder | $5,236 | $1,727+203.2% | $2,520+107.7% | $5,651-7.3% |