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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 | $26,250 | $92,219-71.5% | $76,767-65.8% | $135,380-80.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -11.25% | 5.46%-16.7pp | 2.43%-13.7pp | 519.81%-531.1pp |
| Employer contribution / active EE | $401 | $3,216-87.5% | $2,485-83.9% | $4,779-91.6% |
| Participant deferral / active EE | $2,586 | $4,508-42.6% | $3,852-32.9% | $5,609-53.9% |
| Admin fee / account holder | $2,313 | $10,749-78.5% | $6,675-65.3% | $10,828-78.6% |