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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 | $8,210 | $90,691-90.9% | $76,119-89.2% | $145,884-94.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 4.72% | 624.52%-619.8pp | 361.25%-356.5pp | 551.85%-547.1pp |
| Employer contribution / active EE | $276 | $3,329-91.7% | $2,693-89.7% | $4,662-94.1% |
| Participant deferral / active EE | $1,318 | $5,167-74.5% | $4,259-69.1% | $6,690-80.3% |
| Admin fee / account holder | $400 | $8,383-95.2% | $6,421-93.8% | $13,392-97.0% |