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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 | $136,669 | $102,422+33.4% | $147,117-7.1% | $80,959+68.8% |
| Participation rate | 69.8% | 75.9%-6.1pp | 82.2%-12.4pp | 67.7%+2.1pp |
| Annual return | 15.20% | 135.16%-120.0pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $760 | $3,717-79.5% | $4,932-84.6% | $2,757-72.4% |
| Participant deferral / active EE | $6,495 | $6,652-2.4% | $8,065-19.5% | $4,300+51.0% |
| Admin fee / account holder | $1,115 | $7,953-86.0% | $12,993-91.4% | $6,925-83.9% |