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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 | $143,280 | $57,119+150.8% | $85,187+68.2% | $80,935+77.0% |
| Participation rate | 6.3% | 56.4%-50.2pp | 67.5%-61.3pp | 67.7%-61.4pp |
| Annual return | 12.49% | 21.70%-9.2pp | 66.67%-54.2pp | 35.66%-23.2pp |
| Employer contribution / active EE | $223 | $1,802-87.6% | $2,732-91.8% | $2,757-91.9% |
| Participant deferral / active EE | $1,204 | $3,115-61.3% | $4,525-73.4% | $4,299-72.0% |
| Admin fee / account holder | $2,219 | $4,990-55.5% | $6,162-64.0% | $6,924-67.9% |