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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 | $8,517 | $111,535-92.4% | $105,223-91.9% | $137,256-93.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 1.39% | 237.85%-236.5pp | 180.65%-179.3pp | 220.34%-219.0pp |
| Employer contribution / active EE | $199 | $3,939-94.9% | $3,689-94.6% | $4,156-95.2% |
| Participant deferral / active EE | $1,992 | $5,500-63.8% | $5,072-60.7% | $6,407-68.9% |
| Admin fee / account holder | $16,909 | $9,721+73.9% | $8,859+90.9% | $12,270+37.8% |