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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 | $146,076 | $127,100+14.9% | $105,738+38.1% | $135,382+7.9% |
| Participation rate | 31.6% | 82.7%-51.1pp | 76.3%-44.8pp | 82.6%-51.1pp |
| Annual return | -6.36% | 4.49%-10.9pp | 6.27%-12.6pp | 519.77%-526.1pp |
| Employer contribution / active EE | $793 | $4,107-80.7% | $3,268-75.7% | $4,779-83.4% |
| Participant deferral / active EE | $3,735 | $5,064-26.3% | $4,080-8.5% | $5,609-33.4% |
| Admin fee / account holder | $4,627 | $9,087-49.1% | $6,913-33.1% | $10,829-57.3% |