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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 | $193,077 | $87,166+121.5% | $76,735+151.6% | $137,256+40.7% |
| Participation rate | 21.7% | 74.4%-52.6pp | 69.5%-47.8pp | 80.0%-58.2pp |
| Annual return | 12.26% | 26.50%-14.2pp | 29.77%-17.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $259 | $2,904-91.1% | $2,454-89.4% | $4,156-93.8% |
| Participant deferral / active EE | $1,374 | $4,726-70.9% | $4,088-66.4% | $6,407-78.6% |
| Admin fee / account holder | $3,637 | $8,403-56.7% | $7,189-49.4% | $12,270-70.4% |