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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 | $21,405 | $99,921-78.6% | $85,009-74.8% | $145,959-85.3% |
| Participation rate | 13.0% | 74.1%-61.0pp | 67.5%-54.5pp | 80.3%-67.2pp |
| Annual return | 3.69% | 83.89%-80.2pp | 66.47%-62.8pp | 561.95%-558.3pp |
| Employer contribution / active EE | $33 | $3,233-99.0% | $2,728-98.8% | $4,661-99.3% |
| Participant deferral / active EE | $1,121 | $5,293-78.8% | $4,522-75.2% | $6,689-83.2% |
| Admin fee / account holder | $2,552 | $7,252-64.8% | $6,153-58.5% | $13,398-81.0% |