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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 | $120,789 | $102,422+17.9% | $147,117-17.9% | $80,959+49.2% |
| Participation rate | 27.9% | 75.9%-48.0pp | 82.2%-54.3pp | 67.7%-39.8pp |
| Annual return | 24.27% | 135.16%-110.9pp | 420.54%-396.3pp | 35.67%-11.4pp |
| Employer contribution / active EE | $824 | $3,717-77.8% | $4,932-83.3% | $2,757-70.1% |
| Participant deferral / active EE | $3,429 | $6,652-48.4% | $8,065-57.5% | $4,300-20.3% |
| Admin fee / account holder | $40,678 | $7,953+411.4% | $12,993+213.1% | $6,925+487.4% |