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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 | $33,566 | $77,638-56.8% | $156,551-78.6% | $62,881-46.6% |
| Participation rate | 18.2% | 71.2%-53.0pp | 84.0%-65.8pp | 69.3%-51.1pp |
| Annual return | 1.04% | 50.33%-49.3pp | 32.23%-31.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $848 | $3,046-72.1% | $4,871-82.6% | $3,203-73.5% |
| Admin fee / account holder | $1,041 | $5,561-81.3% | $13,028-92.0% | $4,296-75.8% |