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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 | $113,044 | $81,331+39.0% | $155,534-27.3% | $80,935+39.7% |
| Participation rate | 20.6% | 66.3%-45.7pp | 78.2%-57.6pp | 67.7%-47.1pp |
| Annual return | 15.81% | 33.37%-17.6pp | 64.92%-49.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $259 | $3,105-91.7% | $4,675-94.5% | $2,757-90.6% |
| Participant deferral / active EE | $1,080 | $3,454-68.7% | $5,630-80.8% | $4,299-74.9% |
| Admin fee / account holder | $392 | $7,999-95.1% | $15,900-97.5% | $6,924-94.3% |