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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 | $27,505 | $58,241-52.8% | $81,780-66.4% | $80,911-66.0% |
| Participation rate | 15.4% | 63.4%-48.1pp | 72.4%-57.0pp | 67.6%-52.3pp |
| Annual return | 4.65% | 41.73%-37.1pp | 776.27%-771.6pp | 35.63%-31.0pp |
| Employer contribution / active EE | $217 | $2,343-90.7% | $2,914-92.5% | $2,756-92.1% |
| Participant deferral / active EE | $1,446 | $3,283-55.9% | $4,321-66.5% | $4,297-66.3% |
| Admin fee / account holder | $12,741 | $4,973+156.2% | $7,384+72.5% | $6,935+83.7% |