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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 | $208,785 | $95,415+118.8% | $185,851+12.3% | $85,851+143.2% |
| Participation rate | 48.8% | 68.8%-19.9pp | 81.7%-32.9pp | 69.3%-20.5pp |
| Annual return | 9.70% | 23.59%-13.9pp | 122.11%-112.4pp | 318.63%-308.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,734 | $3,424+38.3% | $5,569-15.0% | $3,952+19.8% |
| Admin fee / account holder | $7,187 | $7,215-0.4% | $16,245-55.8% | $6,261+14.8% |