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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 | $25,654 | $64,705-60.4% | $62,929-59.2% | $67,986-62.3% |
| Participation rate | 58.3% | 65.6%-7.3pp | 73.1%-14.9pp | 57.2%+1.0pp |
| Annual return | 7.64% | 20.31%-12.7pp | 1063.93%-1056.3pp | 31.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,520 | $3,198-21.2% | $3,888-35.2% | $3,358-25.0% |
| Admin fee / account holder | $5,604 | $1,428+292.4% | $5,065+10.6% | $3,203+74.9% |