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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 | $116,031 | $76,383+51.9% | $121,663-4.6% | $64,340+80.3% |
| Participation rate | 37.1% | 60.4%-23.3pp | 74.5%-37.4pp | 55.2%-18.1pp |
| Annual return | 14.93% | 16.98%-2.1pp | 147.54%-132.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,674 | $3,149-46.9% | $4,887-65.8% | $2,980-43.8% |
| Admin fee / account holder | $13,156 | $4,142+217.6% | $14,289-7.9% | $3,703+255.3% |