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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 | $146,582 | $107,809+36.0% | $97,032+51.1% | $155,188-5.5% |
| Participation rate | 11.1% | 75.5%-64.4pp | 71.6%-60.5pp | 80.8%-69.7pp |
| Annual return | 8.58% | 38.06%-29.5pp | 35.38%-26.8pp | 148.84%-140.3pp |
| Employer contribution / active EE | $121 | $2,911-95.9% | $2,629-95.4% | $4,248-97.2% |
| Participant deferral / active EE | $1,236 | $5,129-75.9% | $4,672-73.6% | $6,531-81.1% |
| Admin fee / account holder | $1,900 | $10,717-82.3% | $9,418-79.8% | $14,480-86.9% |