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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 | $150,229 | $87,166+72.3% | $76,735+95.8% | $137,256+9.5% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 14.73% | 26.50%-11.8pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $290 | $2,904-90.0% | $2,454-88.2% | $4,156-93.0% |
| Participant deferral / active EE | $1,450 | $4,726-69.3% | $4,088-64.5% | $6,407-77.4% |
| Admin fee / account holder | $53,902 | $8,403+541.4% | $7,189+649.7% | $12,270+339.3% |