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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 | $17,753 | $96,956-81.7% | $69,779-74.6% | $273,972-93.5% |
| Participation rate | 25.0% | 77.1%-52.1pp | 71.8%-46.8pp | 83.0%-58.0pp |
| Annual return | 1.12% | 12.93%-11.8pp | 12.99%-11.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,205 | $3,744-41.1% | $2,931-24.8% | $5,287-58.3% |
| Admin fee / account holder | $53,298 | $7,934+571.8% | $4,381+1116.6% | $10,133+426.0% |