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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 | $111,843 | $81,476+37.3% | $102,383+9.2% | $80,925+38.2% |
| Participation rate | 40.4% | 66.8%-26.5pp | 74.5%-34.1pp | 67.7%-27.3pp |
| Annual return | 12.33% | 25.59%-13.3pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $306 | $3,105-90.1% | $3,870-92.1% | $2,756-88.9% |
| Participant deferral / active EE | $1,792 | $3,871-53.7% | $5,060-64.6% | $4,299-58.3% |
| Admin fee / account holder | $10,719 | $6,717+59.6% | $8,391+27.7% | $6,940+54.5% |