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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 | $7,866 | $72,403-89.1% | $67,524-88.4% | $145,978-94.6% |
| Participation rate | 43.8% | 76.9%-33.1pp | 72.9%-29.1pp | 80.3%-36.5pp |
| Annual return | 7.22% | 7197.23%-7190.0pp | 3519.41%-3512.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $327 | $3,072-89.4% | $2,734-88.0% | $4,662-93.0% |
| Participant deferral / active EE | $1,802 | $4,782-62.3% | $4,001-55.0% | $6,690-73.1% |
| Admin fee / account holder | $1,333 | $5,541-75.9% | $4,001-66.7% | $13,400-90.1% |