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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 | $232,724 | $178,174+30.6% | $156,181+49.0% | $137,256+69.6% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.8%-62.2pp | 80.0%-63.3pp |
| Annual return | 9.81% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $499 | $4,972-90.0% | $4,294-88.4% | $4,156-88.0% |
| Participant deferral / active EE | $2,256 | $6,888-67.2% | $6,132-63.2% | $6,407-64.8% |
| Admin fee / account holder | $76,975 | $17,404+342.3% | $14,586+427.7% | $12,270+527.3% |