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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 | $127,564 | $68,852+85.3% | $120,524+5.8% | $80,925+57.6% |
| Participation rate | 35.1% | 61.6%-26.5pp | 71.9%-36.8pp | 67.7%-32.5pp |
| Annual return | 22.94% | 23.67%-0.7pp | 107.36%-84.4pp | 35.65%-12.7pp |
| Employer contribution / active EE | $65 | $2,063-96.9% | $3,469-98.1% | $2,756-97.6% |
| Participant deferral / active EE | $1,591 | $3,187-50.1% | $4,994-68.1% | $4,299-63.0% |
| Admin fee / account holder | $2,955 | $5,781-48.9% | $9,440-68.7% | $6,940-57.4% |