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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 | $157,905 | $111,535+41.6% | $105,223+50.1% | $137,256+15.0% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 11.07% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $168 | $3,939-95.7% | $3,689-95.4% | $4,156-96.0% |
| Participant deferral / active EE | $1,682 | $5,500-69.4% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $20,280 | $9,721+108.6% | $8,859+128.9% | $12,270+65.3% |