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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 | $43,093 | $30,437+41.6% | $56,033-23.1% | $74,459-42.1% |
| Participation rate | 29.8% | 32.9%-3.1pp | 52.5%-22.7pp | 67.2%-37.5pp |
| Annual return | 10.36% | 24.96%-14.6pp | 1711.38%-1701.0pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $74 | $610-87.8% | $1,041-92.9% | $2,626-97.2% |
| Participant deferral / active EE | $1,162 | $1,176-1.2% | $1,954-40.5% | $4,350-73.3% |
| Admin fee / account holder | $1,157 | $2,363-51.0% | $2,827-59.1% | $1,945-40.5% |