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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 | $196,031 | $101,795+92.6% | $165,100+18.7% | $80,959+142.1% |
| Participation rate | 69.6% | 71.8%-2.3pp | 78.6%-9.1pp | 67.7%+1.9pp |
| Annual return | 13.05% | 16.73%-3.7pp | 70.21%-57.2pp | 35.67%-22.6pp |
| Employer contribution / active EE | $431 | $2,954-85.4% | $4,348-90.1% | $2,757-84.4% |
| Participant deferral / active EE | $6,710 | $4,476+49.9% | $6,035+11.2% | $4,300+56.0% |
| Admin fee / account holder | $9,280 | $8,221+12.9% | $12,696-26.9% | $6,925+34.0% |