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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 | $8,383 | $88,778-90.6% | $81,844-89.8% | $145,884-94.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.40% | 1033.03%-1026.6pp | 778.87%-772.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $221 | $3,087-92.8% | $2,916-92.4% | $4,662-95.3% |
| Participant deferral / active EE | $1,021 | $4,648-78.0% | $4,323-76.4% | $6,690-84.7% |
| Admin fee / account holder | $1,330 | $8,430-84.2% | $7,355-81.9% | $13,392-90.1% |