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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 | $147,503 | $174,379-15.4% | $152,093-3.0% | $138,895+6.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 19.47% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $341 | $4,652-92.7% | $4,175-91.8% | $4,194-91.9% |
| Participant deferral / active EE | $5,295 | $6,159-14.0% | $5,451-2.9% | $6,396-17.2% |
| Admin fee / account holder | $5,278 | $16,880-68.7% | $14,497-63.6% | $12,562-58.0% |