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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 | $200,618 | $217,432-7.7% | $185,851+7.9% | $167,553+19.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 5.24% | 148.43%-143.2pp | 122.11%-116.9pp | 478.89%-473.6pp |
| Employer contribution / active EE | $1,201 | $5,874-79.6% | $5,168-76.8% | $4,840-75.2% |
| Participant deferral / active EE | $7,517 | $6,357+18.2% | $5,569+35.0% | $6,343+18.5% |
| Admin fee / account holder | $2,762 | $19,820-86.1% | $16,245-83.0% | $12,316-77.6% |