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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 | $205,266 | $97,648+110.2% | $121,663+68.7% | $87,485+134.6% |
| Participation rate | 44.8% | 70.5%-25.7pp | 74.5%-29.7pp | 68.9%-24.2pp |
| Annual return | 10.22% | 18.03%-7.8pp | 147.54%-137.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $257 | $2,300-88.8% | $3,020-91.5% | $2,596-90.1% |
| Participant deferral / active EE | $5,149 | $3,923+31.2% | $4,887+5.4% | $4,274+20.5% |
| Admin fee / account holder | $14,423 | $11,100+29.9% | $14,289+0.9% | $7,775+85.5% |