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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 | $17,867 | $69,252-74.2% | $64,099-72.1% | $139,456-87.2% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 8.26% | 45.89%-37.6pp | 33.70%-25.4pp | 373.45%-365.2pp |
| Employer contribution / active EE | $23 | $3,184-99.3% | $2,748-99.2% | $4,753-99.5% |
| Participant deferral / active EE | $828 | $4,683-82.3% | $3,881-78.7% | $6,711-87.7% |
| Admin fee / account holder | $4,550 | $4,248+7.1% | $3,070+48.2% | $11,407-60.1% |