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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 | $4,928 | $29,051-83.0% | $52,425-90.6% | $67,986-92.8% |
| Participation rate | 34.6% | 30.4%+4.2pp | 55.6%-21.0pp | 57.2%-22.6pp |
| Annual return | 8.22% | 24.00%-15.8pp | 302.12%-293.9pp | 31.67%-23.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,487 | $873+70.3% | $1,790-17.0% | $3,358-55.7% |
| Admin fee / account holder | $721 | $2,113-65.9% | $2,495-71.1% | $3,203-77.5% |