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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 | $6,936 | $99,921-93.1% | $85,009-91.8% | $145,959-95.2% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 1.74% | 83.89%-82.1pp | 66.47%-64.7pp | 561.95%-560.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $982 | $5,293-81.5% | $4,522-78.3% | $6,689-85.3% |
| Admin fee / account holder | $1,225 | $7,252-83.1% | $6,153-80.1% | $13,398-90.9% |