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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 | $117,056 | $58,099+101.5% | $76,902+52.2% | $75,177+55.7% |
| Participation rate | 45.3% | 63.9%-18.6pp | 69.6%-24.3pp | 67.2%-21.9pp |
| Annual return | 24.32% | 26.71%-2.4pp | 37.91%-13.6pp | 160.75%-136.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,020 | $2,999-66.0% | $3,833-73.4% | $4,126-75.3% |
| Admin fee / account holder | $1,320 | $4,778-72.4% | $5,479-75.9% | $5,651-76.6% |