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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 | $60,089 | $32,037+87.6% | $69,182-13.1% | $62,881-4.4% |
| Participation rate | 47.0% | 43.4%+3.6pp | 55.1%-8.1pp | 69.3%-22.3pp |
| Annual return | 3.08% | 15.16%-12.1pp | -21.93%+25.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,643 | $1,185+38.6% | $1,897-13.4% | $3,203-48.7% |
| Admin fee / account holder | $1,276 | $2,608-51.1% | $2,697-52.7% | $4,296-70.3% |