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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 | $12,071 | $49,976-75.8% | $66,674-81.9% | $82,637-85.4% |
| Participation rate | 20.0% | 63.1%-43.1pp | 73.7%-53.7pp | 68.1%-48.1pp |
| Annual return | 7.07% | 39.09%-32.0pp | 321.24%-314.2pp | 53.51%-46.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $537 | $2,847-81.2% | $4,084-86.9% | $4,126-87.0% |
| Admin fee / account holder | $530 | $4,594-88.5% | $5,098-89.6% | $7,339-92.8% |