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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 | $21,051 | $49,976-57.9% | $66,674-68.4% | $82,637-74.5% |
| Participation rate | 23.5% | 63.1%-39.6pp | 73.7%-50.1pp | 68.1%-44.5pp |
| Annual return | 8.86% | 39.09%-30.2pp | 321.24%-312.4pp | 53.51%-44.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,485 | $2,847-47.8% | $4,084-63.6% | $4,126-64.0% |
| Admin fee / account holder | $1,418 | $4,594-69.1% | $5,098-72.2% | $7,339-80.7% |