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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 | $24,158 | $55,889-56.8% | $76,119-68.3% | $80,935-70.2% |
| Participation rate | 39.5% | 62.1%-22.5pp | 69.1%-29.5pp | 67.7%-28.1pp |
| Annual return | 9.34% | 20.58%-11.2pp | 361.25%-351.9pp | 35.66%-26.3pp |
| Employer contribution / active EE | $117 | $1,866-93.7% | $2,693-95.7% | $2,757-95.8% |
| Participant deferral / active EE | $1,909 | $3,051-37.4% | $4,259-55.2% | $4,299-55.6% |
| Admin fee / account holder | $19,428 | $5,241+270.7% | $6,421+202.6% | $6,924+180.6% |