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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 | $29,295 | $49,897-41.3% | $80,648-63.7% | $75,177-61.0% |
| Participation rate | 58.0% | 55.3%+2.6pp | 67.0%-9.0pp | 67.2%-9.2pp |
| Annual return | 12.13% | 34.68%-22.5pp | 937.21%-925.1pp | 160.75%-148.6pp |
| Employer contribution / active EE | $10 | $1,699-99.4% | $2,724-99.6% | $2,671-99.6% |
| Participant deferral / active EE | $1,258 | $2,992-58.0% | $4,443-71.7% | $4,126-69.5% |
| Admin fee / account holder | $882 | $3,579-75.4% | $5,382-83.6% | $5,651-84.4% |