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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 | $178,522 | $102,422+74.3% | $147,117+21.3% | $80,959+120.5% |
| Participation rate | 64.7% | 75.9%-11.2pp | 82.2%-17.5pp | 67.7%-3.0pp |
| Annual return | 12.46% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $667 | $3,717-82.0% | $4,932-86.5% | $2,757-75.8% |
| Participant deferral / active EE | $5,623 | $6,652-15.5% | $8,065-30.3% | $4,300+30.8% |
| Admin fee / account holder | $22,911 | $7,953+188.1% | $12,993+76.3% | $6,925+230.8% |