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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 | $14,756 | $48,053-69.3% | $84,628-82.6% | $72,975-79.8% |
| Participation rate | 59.1% | 57.6%+1.6pp | 68.2%-9.1pp | 69.5%-10.3pp |
| Annual return | 4.98% | 37.39%-32.4pp | 258.80%-253.8pp | 81.01%-76.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,295 | $2,681-14.4% | $3,900-41.2% | $3,608-36.4% |
| Admin fee / account holder | $2,727 | $3,395-19.7% | $4,914-44.5% | $5,124-46.8% |