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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 | $130,476 | $88,672+47.1% | $105,223+24.0% | $82,448+58.3% |
| Participation rate | 32.1% | 67.9%-35.8pp | 75.0%-42.9pp | 68.1%-35.9pp |
| Annual return | 15.37% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $445 | $3,048-85.4% | $3,689-87.9% | $2,551-82.6% |
| Participant deferral / active EE | $3,324 | $4,036-17.7% | $5,072-34.5% | $4,139-19.7% |
| Admin fee / account holder | $16,552 | $7,146+131.6% | $8,859+86.8% | $7,234+128.8% |