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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 | $225,007 | $95,453+135.7% | $112,040+100.8% | $82,448+172.9% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 16.05% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $664 | $2,318-71.4% | $2,954-77.5% | $2,551-74.0% |
| Participant deferral / active EE | $3,773 | $4,224-10.7% | $5,098-26.0% | $4,139-8.8% |
| Admin fee / account holder | $17,718 | $9,013+96.6% | $12,098+46.5% | $7,234+144.9% |