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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 | $129,212 | $54,541+136.9% | $78,778+64.0% | $70,126+84.3% |
| Participation rate | 35.1% | 60.8%-25.7pp | 69.2%-34.1pp | 69.5%-34.4pp |
| Annual return | 22.15% | 21.07%+1.1pp | 35.62%-13.5pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,400 | $2,210+8.6% | $2,958-18.9% | $3,332-28.0% |
| Admin fee / account holder | $2,032 | $3,709-45.2% | $5,134-60.4% | $4,645-56.3% |