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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 | $63,484 | $41,150+54.3% | $80,627-21.3% | $71,511-11.2% |
| Participation rate | 6.5% | 50.3%-43.8pp | 67.0%-60.6pp | 67.9%-61.5pp |
| Annual return | 13.09% | 38.48%-25.4pp | 936.76%-923.7pp | 28.86%-15.8pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $844 | $2,701-68.7% | $4,443-81.0% | $4,291-80.3% |
| Admin fee / account holder | $11,151 | $1,841+505.6% | $5,381+107.2% | $1,588+602.0% |