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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 | $19,544 | $29,733-34.3% | $56,025-65.1% | $80,959-75.9% |
| Participation rate | 46.4% | 41.7%+4.7pp | 52.5%-6.1pp | 67.7%-21.3pp |
| Annual return | 8.35% | 35.28%-26.9pp | 1712.69%-1704.3pp | 35.67%-27.3pp |
| Employer contribution / active EE | $47 | $672-93.0% | $1,042-95.5% | $2,757-98.3% |
| Participant deferral / active EE | $717 | $1,229-41.7% | $1,955-63.3% | $4,300-83.3% |
| Admin fee / account holder | $9,373 | $2,434+285.1% | $2,828+231.4% | $6,925+35.3% |