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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 | $34,811 | $44,984-22.6% | $85,009-59.1% | $74,546-53.3% |
| Participation rate | 8.0% | 49.4%-41.4pp | 67.5%-59.5pp | 67.2%-59.2pp |
| Annual return | 10.01% | 26.25%-16.2pp | 66.47%-56.5pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $172 | $1,458-88.2% | $2,728-93.7% | $2,624-93.5% |
| Participant deferral / active EE | $685 | $2,733-74.9% | $4,522-84.8% | $4,347-84.2% |
| Admin fee / account holder | $410 | $2,208-81.4% | $6,153-93.3% | $1,944-78.9% |