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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 | $33,132 | $106,905-69.0% | $84,020-60.6% | $152,885-78.3% |
| Participation rate | 20.8% | 75.2%-54.4pp | 69.0%-48.2pp | 82.5%-61.6pp |
| Annual return | 1.43% | 105.00%-103.6pp | 71.31%-69.9pp | 345.39%-344.0pp |
| Employer contribution / active EE | $258 | $2,735-90.6% | $1,984-87.0% | $4,763-94.6% |
| Participant deferral / active EE | $1,419 | $4,012-64.6% | $3,239-56.2% | $5,851-75.7% |
| Admin fee / account holder | $341 | $8,287-95.9% | $6,101-94.4% | $11,598-97.1% |