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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 | $204,585 | $108,825+88.0% | $156,181+31.0% | $82,448+148.1% |
| Participation rate | 41.1% | 72.4%-31.3pp | 78.8%-37.8pp | 68.1%-27.0pp |
| Annual return | 15.08% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $324 | $2,870-88.7% | $4,294-92.5% | $2,551-87.3% |
| Participant deferral / active EE | $2,238 | $4,577-51.1% | $6,132-63.5% | $4,139-45.9% |
| Admin fee / account holder | $1,696 | $9,341-81.8% | $14,586-88.4% | $7,234-76.6% |