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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 | $95,372 | $73,459+29.8% | $178,449-46.6% | $74,400+28.2% |
| Participation rate | 46.7% | 66.6%-19.9pp | 77.1%-30.4pp | 67.2%-20.5pp |
| Annual return | 13.45% | 17.50%-4.0pp | 27.09%-13.6pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $233 | $2,219-89.5% | $3,951-94.1% | $2,624-91.1% |
| Participant deferral / active EE | $2,558 | $4,515-43.3% | $6,277-59.2% | $4,348-41.2% |
| Admin fee / account holder | $3,204 | $1,812+76.8% | $10,362-69.1% | $1,944+64.8% |