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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 | $160,583 | $114,119+40.7% | $107,187+49.8% | $138,895+15.6% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 19.39% | 273.21%-253.8pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $364 | $4,059-91.0% | $3,782-90.4% | $4,194-91.3% |
| Participant deferral / active EE | $2,420 | $5,538-56.3% | $5,096-52.5% | $6,396-62.2% |
| Admin fee / account holder | $522 | $10,024-94.8% | $9,162-94.3% | $12,562-95.8% |