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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 | $177,673 | $175,231+1.4% | $149,696+18.7% | $139,466+27.4% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 10.10% | 166.77%-156.7pp | 134.46%-124.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,614 | $6,521+1.4% | $5,682+16.4% | $6,712-1.5% |
| Admin fee / account holder | $372,571 | $16,155+2206.2% | $13,212+2720.0% | $11,409+3165.7% |