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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 | $205,957 | $176,120+16.9% | $159,487+29.1% | $167,553+22.9% |
| Participation rate | 16.7% | 85.0%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 5.26% | 331.95%-326.7pp | 263.71%-258.4pp | 478.89%-473.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,940 | $7,752-62.1% | $7,354-60.0% | $6,343-53.6% |
| Admin fee / account holder | $250,909 | $12,561+1897.5% | $10,804+2222.4% | $12,316+1937.2% |