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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 | $32,791 | $111,535-70.6% | $105,223-68.8% | $137,256-76.1% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | -3.80% | 237.85%-241.7pp | 180.65%-184.4pp | 220.34%-224.1pp |
| Employer contribution / active EE | $14 | $3,939-99.6% | $3,689-99.6% | $4,156-99.7% |
| Participant deferral / active EE | $2,080 | $5,500-62.2% | $5,072-59.0% | $6,407-67.5% |
| Admin fee / account holder | $8,412 | $9,721-13.5% | $8,859-5.0% | $12,270-31.4% |