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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 | $23,898 | $60,119-60.2% | $90,430-73.6% | $79,858-70.1% |
| Participation rate | 68.9% | 65.0%+3.9pp | 72.7%-3.8pp | 69.6%-0.7pp |
| Annual return | 4.67% | 71.94%-67.3pp | 1293.73%-1289.1pp | 31.72%-27.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,296 | $2,938+12.2% | $3,963-16.8% | $3,740-11.9% |
| Admin fee / account holder | $5,368 | $3,976+35.0% | $5,613-4.4% | $5,306+1.2% |