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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 | $200,379 | $148,558+34.9% | $135,925+47.4% | $139,427+43.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.01% | 79.22%-59.2pp | 68.25%-48.2pp | 373.27%-353.3pp |
| Employer contribution / active EE | $570 | $5,244-89.1% | $4,857-88.3% | $4,752-88.0% |
| Participant deferral / active EE | $4,399 | $8,101-45.7% | $7,759-43.3% | $6,711-34.4% |
| Admin fee / account holder | $9,651 | $12,401-22.2% | $10,764-10.3% | $11,404-15.4% |