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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 | $154,294 | $111,535+38.3% | $105,223+46.6% | $137,256+12.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 9.96% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $222 | $3,939-94.4% | $3,689-94.0% | $4,156-94.7% |
| Participant deferral / active EE | $2,287 | $5,500-58.4% | $5,072-54.9% | $6,407-64.3% |
| Admin fee / account holder | $20,003 | $9,721+105.8% | $8,859+125.8% | $12,270+63.0% |