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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 | $15,179 | $96,678-84.3% | $86,640-82.5% | $139,466-89.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 6.05% | 106.69%-100.6pp | 592.52%-586.5pp | 373.66%-367.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,145 | $4,837+130.4% | $4,438+151.1% | $6,712+66.0% |
| Admin fee / account holder | $375,540 | $6,410+5758.8% | $5,616+6587.3% | $11,409+3191.7% |