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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 | $127,345 | $95,084+33.9% | $140,514-9.4% | $69,733+82.6% |
| Participation rate | 38.2% | 68.7%-30.5pp | 77.8%-39.6pp | 62.5%-24.2pp |
| Annual return | 13.06% | 18.56%-5.5pp | 14.36%-1.3pp | 15.22%-2.2pp |
| Employer contribution / active EE | $447 | $2,405-81.4% | $3,378-86.8% | $2,250-80.1% |
| Participant deferral / active EE | $4,178 | $3,868+8.0% | $4,919-15.0% | $3,054+36.8% |
| Admin fee / account holder | $20,408 | $4,885+317.8% | $13,697+49.0% | $3,102+557.9% |