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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 | $3,409 | $29,319-88.4% | $52,425-93.5% | $82,448-95.9% |
| Participation rate | 68.3% | 46.9%+21.5pp | 55.6%+12.7pp | 68.1%+0.3pp |
| Annual return | 13.12% | 535.20%-522.1pp | 302.12%-289.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $18 | $586-96.9% | $914-98.0% | $2,551-99.3% |
| Participant deferral / active EE | $1,644 | $1,171+40.4% | $1,790-8.2% | $4,139-60.3% |
| Admin fee / account holder | $742 | $1,962-62.2% | $2,495-70.3% | $7,234-89.7% |