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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 | $174,975 | $114,712+52.5% | $173,730+0.7% | $87,485+100.0% |
| Participation rate | 31.1% | 73.0%-41.9pp | 79.6%-48.5pp | 68.9%-37.8pp |
| Annual return | 16.77% | 20.18%-3.4pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $293 | $2,904-89.9% | $4,577-93.6% | $2,596-88.7% |
| Participant deferral / active EE | $2,316 | $4,642-50.1% | $6,326-63.4% | $4,274-45.8% |
| Admin fee / account holder | $4,954 | $10,210-51.5% | $17,523-71.7% | $7,775-36.3% |