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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 | $222,707 | $183,592+21.3% | $155,567+43.2% | $145,959+52.6% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | -42.40% | 61.24%-103.6pp | 64.74%-107.1pp | 561.95%-604.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,058 | $6,464+40.1% | $5,628+60.9% | $6,689+35.4% |
| Admin fee / account holder | $9,783 | $19,318-49.4% | $15,916-38.5% | $13,398-27.0% |