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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 | $136,280 | $59,123+130.5% | $77,183+76.6% | $75,181+81.3% |
| Participation rate | 34.4% | 63.9%-29.4pp | 69.6%-35.2pp | 67.2%-32.8pp |
| Annual return | 19.14% | 26.72%-7.6pp | 37.89%-18.7pp | 160.69%-141.5pp |
| Employer contribution / active EE | $255 | $1,996-87.2% | $2,534-89.9% | $2,671-90.5% |
| Participant deferral / active EE | $1,503 | $2,999-49.9% | $3,833-60.8% | $4,126-63.6% |
| Admin fee / account holder | $25,078 | $4,776+425.1% | $5,475+358.0% | $5,650+343.9% |