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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 | $84,844 | $52,678+61.1% | $75,784+12.0% | $59,633+42.3% |
| Participation rate | 56.7% | 67.2%-10.6pp | 75.8%-19.2pp | 68.7%-12.0pp |
| Annual return | -3.33% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $188 | $2,193-91.4% | $3,323-94.3% | $2,203-91.4% |
| Participant deferral / active EE | $2,105 | $2,591-18.7% | $3,652-42.3% | $3,192-34.0% |
| Admin fee / account holder | $520 | $3,610-85.6% | $5,300-90.2% | $4,297-87.9% |