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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 | $94,031+118.3% | $115,768+77.3% | $82,448+149.0% |
| Participation rate | 44.8% | 70.4%-25.6pp | 74.4%-29.6pp | 68.1%-23.3pp |
| Annual return | 10.22% | 20.61%-10.4pp | 100.46%-90.2pp | 41.64%-31.4pp |
| Employer contribution / active EE | $257 | $2,323-88.9% | $2,940-91.2% | $2,551-89.9% |
| Participant deferral / active EE | $5,149 | $3,972+29.6% | $4,917+4.7% | $4,139+24.4% |
| Admin fee / account holder | $14,423 | $10,249+40.7% | $12,439+15.9% | $7,234+99.4% |