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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 | $4,806 | $88,754-94.6% | $81,820-94.1% | $145,877-96.7% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 3.19% | 1031.77%-1028.6pp | 777.93%-774.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $219 | $3,085-92.9% | $2,915-92.5% | $4,663-95.3% |
| Participant deferral / active EE | $1,496 | $4,648-67.8% | $4,323-65.4% | $6,691-77.6% |
| Admin fee / account holder | $2,555 | $8,424-69.7% | $7,391-65.4% | $13,402-80.9% |