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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 | $166,114 | $95,404+74.1% | $113,397+46.5% | $82,637+101.0% |
| Participation rate | 25.7% | 72.8%-47.1pp | 76.5%-50.8pp | 68.1%-42.4pp |
| Annual return | 14.12% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $267 | $2,307-88.4% | $2,977-91.0% | $2,552-89.5% |
| Participant deferral / active EE | $2,302 | $4,220-45.4% | $5,076-54.7% | $4,126-44.2% |
| Admin fee / account holder | $11,211 | $9,168+22.3% | $11,957-6.2% | $7,339+52.8% |