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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 | $203,903 | $93,617+117.8% | $135,982+49.9% | $75,177+171.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 15.71% | 30.89%-15.2pp | 68.32%-52.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $575 | $3,538-83.8% | $4,859-88.2% | $2,671-78.5% |
| Participant deferral / active EE | $5,331 | $6,406-16.8% | $7,760-31.3% | $4,126+29.2% |
| Admin fee / account holder | $19,049 | $6,980+172.9% | $10,767+76.9% | $5,651+237.1% |