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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 | $36,606 | $106,923-65.8% | $84,023-56.4% | $152,909-76.1% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 0.31% | 105.02%-104.7pp | 71.32%-71.0pp | 345.46%-345.2pp |
| Employer contribution / active EE | $209 | $2,735-92.4% | $1,984-89.5% | $4,764-95.6% |
| Participant deferral / active EE | $1,400 | $4,013-65.1% | $3,239-56.8% | $5,851-76.1% |
| Admin fee / account holder | $866 | $8,289-89.6% | $6,102-85.8% | $11,601-92.5% |