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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 | $21,937 | $49,164-55.4% | $121,169-81.9% | $75,181-70.8% |
| Participation rate | 56.6% | 55.4%+1.2pp | 69.5%-12.9pp | 67.2%-10.6pp |
| Annual return | 12.33% | 56.03%-43.7pp | 986.71%-974.4pp | 160.69%-148.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,501 | $2,628+33.2% | $4,083-14.2% | $4,126-15.1% |
| Admin fee / account holder | $13,400 | $3,942+239.9% | $5,645+137.4% | $5,650+137.2% |