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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 | $5,112 | $101,618-95.0% | $93,063-94.5% | $137,256-96.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 0.26% | 223.95%-223.7pp | 34.15%-33.9pp | 220.34%-220.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,959 | $4,279-7.5% | $3,9580% | $6,407-38.2% |
| Admin fee / account holder | $31,390 | $6,198+406.4% | $6,033+420.3% | $12,270+155.8% |