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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 | $123,705 | $73,787+67.7% | $98,716+25.3% | $82,448+50.0% |
| Participation rate | 38.8% | 61.4%-22.6pp | 69.3%-30.5pp | 68.1%-29.3pp |
| Annual return | 21.26% | 18.57%+2.7pp | 31.81%-10.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $255 | $1,511-83.1% | $2,279-88.8% | $2,551-90.0% |
| Participant deferral / active EE | $2,308 | $3,081-25.1% | $4,048-43.0% | $4,139-44.2% |
| Admin fee / account holder | $13,790 | $6,500+112.2% | $8,703+58.5% | $7,234+90.6% |