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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 | $16,458 | $34,316-52.0% | $74,722-78.0% | $72,975-77.4% |
| Participation rate | 54.7% | 42.4%+12.3pp | 54.5%+0.3pp | 69.5%-14.8pp |
| Annual return | 17.08% | 26.58%-9.5pp | 753.11%-736.0pp | 81.01%-63.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $913 | $1,272-28.2% | $1,963-53.5% | $3,608-74.7% |
| Admin fee / account holder | $1,172 | $2,125-44.9% | $3,335-64.9% | $5,124-77.1% |