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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 | $26,796 | $111,787-76.0% | $93,681-71.4% | $145,978-81.6% |
| Participation rate | 29.4% | 74.2%-44.8pp | 68.7%-39.3pp | 80.3%-50.9pp |
| Annual return | 2.01% | 203.52%-201.5pp | 133.47%-131.5pp | 550.52%-548.5pp |
| Employer contribution / active EE | $46 | $3,093-98.5% | $2,422-98.1% | $4,662-99.0% |
| Participant deferral / active EE | $1,801 | $4,918-63.4% | $4,415-59.2% | $6,690-73.1% |
| Admin fee / account holder | $2,830 | $10,256-72.4% | $8,290-65.9% | $13,400-78.9% |