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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 | $22,122 | $29,733-25.6% | $56,025-60.5% | $80,959-72.7% |
| Participation rate | 57.1% | 41.7%+15.4pp | 52.5%+4.6pp | 67.7%-10.5pp |
| Annual return | 10.27% | 35.28%-25.0pp | 1712.69%-1702.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $682 | $1,229-44.5% | $1,955-65.1% | $4,300-84.1% |
| Admin fee / account holder | $1,692 | $2,434-30.5% | $2,828-40.2% | $6,925-75.6% |