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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 | $207,889 | $90,674+129.3% | $96,707+115.0% | $82,448+152.1% |
| Participation rate | 66.1% | 75.9%-9.8pp | 80.4%-14.2pp | 68.1%-1.9pp |
| Annual return | 13.46% | 49.05%-35.6pp | 34.78%-21.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $652 | $3,975-83.6% | $4,191-84.4% | $2,551-74.4% |
| Participant deferral / active EE | $4,261 | $5,696-25.2% | $5,997-28.9% | $4,139+2.9% |
| Admin fee / account holder | $18,210 | $7,568+140.6% | $7,503+142.7% | $7,234+151.7% |