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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 | $13,385 | $97,078-86.2% | $103,065-87.0% | $145,897-90.8% |
| Participation rate | 21.4% | 81.1%-59.7pp | 80.6%-59.1pp | 80.3%-58.9pp |
| Annual return | 4.20% | 25.49%-21.3pp | 23.95%-19.8pp | 552.29%-548.1pp |
| Employer contribution / active EE | $456 | $4,680-90.3% | $4,675-90.3% | $4,663-90.2% |
| Participant deferral / active EE | $1,962 | $6,601-70.3% | $6,625-70.4% | $6,689-70.7% |
| Admin fee / account holder | $57,642 | $12,505+361.0% | $9,349+516.6% | $13,390+330.5% |