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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 | $190,450 | $110,379+72.5% | $102,412+86.0% | $145,884+30.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 7.69% | 24.84%-17.1pp | 24.94%-17.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $817 | $4,216-80.6% | $3,870-78.9% | $4,662-82.5% |
| Participant deferral / active EE | $3,269 | $5,622-41.9% | $5,060-35.4% | $6,690-51.1% |
| Admin fee / account holder | $29,751 | $9,745+205.3% | $8,388+254.7% | $13,392+122.2% |