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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 | $240,010 | $129,737+85.0% | $119,126+101.5% | $154,746+55.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 9.61% | 379.08%-369.5pp | 282.11%-272.5pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,610 | $5,842+98.7% | $5,318+118.3% | $6,730+72.5% |
| Admin fee / account holder | $133,353 | $11,961+1014.9% | $10,693+1147.1% | $14,365+828.3% |