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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 | $140,377 | $56,110+150.2% | $94,993+47.8% | $70,126+100.2% |
| Participation rate | 61.0% | 65.0%-4.0pp | 73.9%-12.9pp | 69.5%-8.5pp |
| Annual return | 17.84% | 51.02%-33.2pp | 27.14%-9.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,445 | $2,391-39.6% | $3,317-56.4% | $3,332-56.6% |
| Admin fee / account holder | $1,025 | $3,456-70.3% | $4,960-79.3% | $4,645-77.9% |