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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 | $116,337 | $63,354+83.6% | $94,105+23.6% | $82,637+40.8% |
| Participation rate | 63.3% | 63.8%-0.5pp | 71.9%-8.6pp | 68.1%-4.7pp |
| Annual return | 15.77% | 34.36%-18.6pp | 204.55%-188.8pp | 53.51%-37.7pp |
| Employer contribution / active EE | $165 | $1,760-90.6% | $2,504-93.4% | $2,552-93.5% |
| Participant deferral / active EE | $1,704 | $2,873-40.7% | $3,881-56.1% | $4,126-58.7% |
| Admin fee / account holder | $30,341 | $5,073+498.1% | $6,199+389.4% | $7,339+313.4% |