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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 | $16,008 | $72,071-77.8% | $68,368-76.6% | $137,256-88.3% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 8.41% | 353.14%-344.7pp | 292.57%-284.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $329 | $2,788-88.2% | $2,649-87.6% | $4,156-92.1% |
| Participant deferral / active EE | $940 | $4,410-78.7% | $4,123-77.2% | $6,407-85.3% |
| Admin fee / account holder | $1,980 | $5,336-62.9% | $5,150-61.6% | $12,270-83.9% |