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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 | $127,521 | $59,839+113.1% | $81,991+55.5% | $79,852+59.7% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.3%-27.9pp | 69.6%-28.3pp |
| Annual return | 13.79% | 17.56%-3.8pp | 41.31%-27.5pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,284 | $2,695-15.2% | $3,722-38.6% | $3,740-38.9% |
| Admin fee / account holder | $6,245 | $4,287+45.7% | $5,665+10.3% | $5,306+17.7% |