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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 | $245,138 | $94,436+159.6% | $115,599+112.1% | $82,637+196.6% |
| Participation rate | 58.5% | 70.4%-11.9pp | 74.3%-15.7pp | 68.1%-9.5pp |
| Annual return | 15.39% | 18.37%-3.0pp | 111.10%-95.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $617 | $2,324-73.5% | $2,955-79.1% | $2,552-75.8% |
| Participant deferral / active EE | $5,618 | $3,955+42.1% | $4,889+14.9% | $4,126+36.2% |
| Admin fee / account holder | $39,045 | $10,328+278.1% | $12,841+204.1% | $7,339+432.0% |