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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 | $14,132 | $45,043-68.6% | $85,063-83.4% | $74,400-81.0% |
| Participation rate | 46.0% | 49.4%-3.4pp | 67.5%-21.5pp | 67.2%-21.2pp |
| Annual return | 9.98% | 26.26%-16.3pp | 66.54%-56.6pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,080 | $2,733-60.5% | $4,523-76.1% | $4,348-75.2% |
| Admin fee / account holder | $4,056 | $2,210+83.5% | $6,155-34.1% | $1,944+108.7% |