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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 | $230,874 | $160,040+44.3% | $147,096+57.0% | $145,877+58.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.46% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $700 | $5,289-86.8% | $4,936-85.8% | $4,663-85.0% |
| Participant deferral / active EE | $15,200 | $8,429+80.3% | $8,071+88.3% | $6,691+127.2% |
| Admin fee / account holder | $1,169 | $15,050-92.2% | $13,005-91.0% | $13,402-91.3% |