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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 | $23,071 | $60,261-61.7% | $81,783-71.8% | $74,546-69.1% |
| Participation rate | 42.0% | 62.9%-20.8pp | 72.4%-30.3pp | 67.2%-25.2pp |
| Annual return | 10.94% | 16.88%-5.9pp | 775.05%-764.1pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $317 | $2,622-87.9% | $2,913-89.1% | $2,624-87.9% |
| Participant deferral / active EE | $1,193 | $3,388-64.8% | $4,320-72.4% | $4,347-72.6% |
| Admin fee / account holder | $2,314 | $1,482+56.1% | $7,380-68.6% | $1,944+19.0% |