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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,225 | $106,864+35.0% | $147,318-2.1% | $82,637+74.5% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 15.78% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $451 | $3,417-86.8% | $4,593-90.2% | $2,552-82.3% |
| Participant deferral / active EE | $2,682 | $6,496-58.7% | $7,906-66.1% | $4,126-35.0% |
| Admin fee / account holder | $5,657 | $8,415-32.8% | $13,708-58.7% | $7,339-22.9% |