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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 | $137,796 | $87,132+58.1% | $105,624+30.5% | $80,959+70.2% |
| Participation rate | 53.7% | 70.4%-16.8pp | 75.3%-21.6pp | 67.7%-14.0pp |
| Annual return | 17.08% | 17.03%+0.1pp | 116.20%-99.1pp | 35.67%-18.6pp |
| Employer contribution / active EE | $216 | $2,397-91.0% | $3,168-93.2% | $2,757-92.2% |
| Participant deferral / active EE | $1,724 | $3,985-56.7% | $5,013-65.6% | $4,300-59.9% |
| Admin fee / account holder | $2,588 | $8,449-69.4% | $10,961-76.4% | $6,925-62.6% |