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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 | $2,320 | $29,051-92.0% | $52,425-95.6% | $67,986-96.6% |
| Participation rate | 33.3% | 30.4%+2.9pp | 55.6%-22.3pp | 57.2%-23.9pp |
| Annual return | -1.88% | 24.00%-25.9pp | 302.12%-304.0pp | 31.67%-33.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $389 | $873-55.4% | $1,790-78.3% | $3,358-88.4% |
| Admin fee / account holder | $505 | $2,113-76.1% | $2,495-79.7% | $3,203-84.2% |