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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 | $136,821 | $58,923+132.2% | $97,167+40.8% | $74,546+83.5% |
| Participation rate | 53.1% | 63.6%-10.5pp | 72.7%-19.6pp | 67.2%-14.1pp |
| Annual return | 15.85% | 16.04%-0.2pp | 75.27%-59.4pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $333 | $1,894-82.4% | $2,729-87.8% | $2,624-87.3% |
| Participant deferral / active EE | $3,442 | $3,664-6.1% | $4,264-19.3% | $4,347-20.8% |
| Admin fee / account holder | $4,891 | $1,974+147.8% | $5,650-13.4% | $1,944+151.6% |