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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 | $26,531 | $81,358-67.4% | $155,556-82.9% | $80,959-67.2% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 2.95% | 33.39%-30.4pp | 64.84%-61.9pp | 35.67%-32.7pp |
| Employer contribution / active EE | $369 | $3,106-88.1% | $4,675-92.1% | $2,757-86.6% |
| Participant deferral / active EE | $1,249 | $3,455-63.8% | $5,631-77.8% | $4,300-70.9% |
| Admin fee / account holder | $3,219 | $7,994-59.7% | $15,885-79.7% | $6,925-53.5% |