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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 | $7,359 | $34,316-78.6% | $74,722-90.2% | $72,975-89.9% |
| Participation rate | 36.1% | 42.4%-6.3pp | 54.5%-18.4pp | 69.5%-33.4pp |
| Annual return | 12.64% | 26.58%-13.9pp | 753.11%-740.5pp | 81.01%-68.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $861 | $1,272-32.3% | $1,963-56.1% | $3,608-76.1% |
| Admin fee / account holder | $7,297 | $2,125+243.4% | $3,335+118.8% | $5,124+42.4% |