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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 | $187,968 | $154,228+21.9% | $145,433+29.2% | $137,256+36.9% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 80.0%-61.8pp |
| Annual return | 27.00% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $738 | $4,804-84.6% | $4,554-83.8% | $4,156-82.3% |
| Participant deferral / active EE | $3,851 | $8,216-53.1% | $7,897-51.2% | $6,407-39.9% |
| Admin fee / account holder | $1,342 | $14,344-90.6% | $13,129-89.8% | $12,270-89.1% |