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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 | $170,961 | $148,623+15.0% | $135,974+25.7% | $139,466+22.6% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.2pp |
| Annual return | 10.93% | 79.30%-68.4pp | 68.30%-57.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,846 | $8,103-3.2% | $7,760+1.1% | $6,712+16.9% |
| Admin fee / account holder | $18,899 | $12,406+52.3% | $10,767+75.5% | $11,409+65.7% |