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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 | $94,367 | $183,627-48.6% | $155,602-39.4% | $145,978-35.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 7.65% | 61.32%-53.7pp | 64.81%-57.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $501 | $5,316-90.6% | $4,675-89.3% | $4,662-89.2% |
| Participant deferral / active EE | $7,405 | $6,466+14.5% | $5,629+31.6% | $6,690+10.7% |
| Admin fee / account holder | $43,421 | $19,327+124.7% | $15,923+172.7% | $13,400+224.0% |