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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 | $195,230 | $76,834+154.1% | $108,359+80.2% | $87,485+123.2% |
| Participation rate | 36.8% | 61.7%-24.9pp | 70.1%-33.3pp | 68.9%-32.1pp |
| Annual return | 18.22% | 19.09%-0.9pp | 36.89%-18.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $247 | $1,556-84.1% | $2,399-89.7% | $2,596-90.5% |
| Participant deferral / active EE | $1,491 | $3,100-51.9% | $4,137-64.0% | $4,274-65.1% |
| Admin fee / account holder | $5,067 | $6,537-22.5% | $9,741-48.0% | $7,775-34.8% |