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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 | $194,216 | $85,060+128.3% | $70,565+175.2% | $139,487+39.2% |
| Participation rate | 22.2% | 73.9%-51.7pp | 68.4%-46.1pp | 80.3%-58.1pp |
| Annual return | 8.41% | 30.39%-22.0pp | 32.79%-24.4pp | 373.84%-365.4pp |
| Employer contribution / active EE | $457 | $3,912-88.3% | $2,976-84.6% | $4,755-90.4% |
| Participant deferral / active EE | $2,186 | $5,891-62.9% | $4,568-52.1% | $6,713-67.4% |
| Admin fee / account holder | $18,139 | $8,932+103.1% | $6,430+182.1% | $11,407+59.0% |