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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 | $143,523 | $106,749+34.4% | $145,433-1.3% | $82,448+74.1% |
| Participation rate | 59.6% | 75.6%-16.1pp | 82.1%-22.6pp | 68.1%-8.5pp |
| Annual return | 16.21% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $573 | $3,444-83.4% | $4,554-87.4% | $2,551-77.5% |
| Participant deferral / active EE | $4,438 | $6,519-31.9% | $7,897-43.8% | $4,139+7.2% |
| Admin fee / account holder | $12,901 | $8,390+53.8% | $13,129-1.7% | $7,234+78.3% |