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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 | $120,713 | $41,150+193.4% | $80,627+49.7% | $71,511+68.8% |
| Participation rate | 23.5% | 50.3%-26.7pp | 67.0%-43.5pp | 67.9%-44.4pp |
| Annual return | 15.54% | 38.48%-22.9pp | 936.76%-921.2pp | 28.86%-13.3pp |
| Employer contribution / active EE | $147 | $1,515-90.3% | $2,723-94.6% | $2,589-94.3% |
| Participant deferral / active EE | $3,101 | $2,701+14.8% | $4,443-30.2% | $4,291-27.7% |
| Admin fee / account holder | $2,841 | $1,841+54.3% | $5,381-47.2% | $1,588+78.8% |