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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 | $140,208 | $58,851+138.2% | $115,167+21.7% | $72,976+92.1% |
| Participation rate | 63.6% | 65.5%-1.9pp | 75.9%-12.3pp | 69.5%-5.9pp |
| Annual return | 19.07% | 23.16%-4.1pp | 35.60%-16.5pp | 81.02%-61.9pp |
| Employer contribution / active EE | $469 | $1,798-73.9% | $3,179-85.2% | $2,440-80.8% |
| Participant deferral / active EE | $3,686 | $2,643+39.5% | $4,169-11.6% | $3,608+2.2% |
| Admin fee / account holder | $17,877 | $6,370+180.7% | $7,089+152.2% | $5,124+248.9% |