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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 | $228,319 | $88,672+157.5% | $105,223+117.0% | $82,448+176.9% |
| Participation rate | 33.8% | 67.9%-34.1pp | 75.0%-41.2pp | 68.1%-34.2pp |
| Annual return | 15.05% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $217 | $3,048-92.9% | $3,689-94.1% | $2,551-91.5% |
| Participant deferral / active EE | $2,453 | $4,036-39.2% | $5,072-51.6% | $4,139-40.7% |
| Admin fee / account holder | $39,393 | $7,146+451.3% | $8,859+344.7% | $7,234+444.5% |