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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 | $117,186 | $62,672+87.0% | $185,117-36.7% | $70,126+67.1% |
| Participation rate | 10.7% | 63.8%-53.1pp | 77.3%-66.6pp | 69.5%-58.8pp |
| Annual return | 15.40% | 40.79%-25.4pp | 40.50%-25.1pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,254 | $3,272-61.7% | $5,045-75.2% | $3,332-62.4% |
| Admin fee / account holder | $12,268 | $3,932+212.0% | $8,159+50.4% | $4,645+164.1% |