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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 | $190,387 | $202,463-6.0% | $169,397+12.4% | $139,487+36.5% |
| Participation rate | 54.2% | 81.1%-26.9pp | 77.2%-23.0pp | 80.3%-26.2pp |
| Annual return | 13.76% | 532.64%-518.9pp | 406.23%-392.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $283 | $4,694-94.0% | $4,013-92.9% | $4,755-94.0% |
| Participant deferral / active EE | $2,457 | $6,941-64.6% | $6,223-60.5% | $6,713-63.4% |
| Admin fee / account holder | $20,906 | $10,726+94.9% | $9,017+131.8% | $11,407+83.3% |