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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 | $129,054 | $136,860-5.7% | $120,344+7.2% | $154,746-16.6% |
| Participation rate | 23.1% | 79.9%-56.8pp | 76.7%-53.6pp | 80.7%-57.6pp |
| Annual return | 18.79% | 21.38%-2.6pp | 20.30%-1.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $592 | $3,533-83.2% | $3,020-80.4% | $4,379-86.5% |
| Participant deferral / active EE | $2,181 | $5,793-62.4% | $5,135-57.5% | $6,730-67.6% |
| Admin fee / account holder | $3,295 | $15,393-78.6% | $12,742-74.1% | $14,365-77.1% |