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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 | $121,804 | $58,311+108.9% | $81,882+48.8% | $80,959+50.5% |
| Participation rate | 56.8% | 63.5%-6.7pp | 72.4%-15.6pp | 67.7%-10.8pp |
| Annual return | 23.76% | 41.85%-18.1pp | 779.47%-755.7pp | 35.67%-11.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,664 | $3,287-49.4% | $4,323-61.5% | $4,300-61.3% |
| Admin fee / account holder | $5,137 | $4,752+8.1% | $7,360-30.2% | $6,925-25.8% |