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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 | $170,124 | $124,425+36.7% | $112,040+51.8% | $137,256+23.9% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 12.35% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $338 | $3,411-90.1% | $2,954-88.6% | $4,156-91.9% |
| Participant deferral / active EE | $2,136 | $5,718-62.6% | $5,098-58.1% | $6,407-66.7% |
| Admin fee / account holder | $18,536 | $15,207+21.9% | $12,098+53.2% | $12,270+51.1% |