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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 | $118,608 | $80,674+47.0% | $119,126-0.4% | $64,340+84.3% |
| Participation rate | 63.4% | 55.2%+8.2pp | 75.8%-12.4pp | 55.2%+8.1pp |
| Annual return | 15.00% | 26.86%-11.9pp | 282.11%-267.1pp | 24.14%-9.1pp |
| Employer contribution / active EE | $396 | $2,564-84.6% | $4,034-90.2% | $1,862-78.8% |
| Participant deferral / active EE | $2,714 | $3,053-11.1% | $5,318-49.0% | $2,980-8.9% |
| Admin fee / account holder | $12,771 | $4,559+180.1% | $10,693+19.4% | $3,703+244.9% |