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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 | $201,047 | $102,422+96.3% | $147,117+36.7% | $80,959+148.3% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 12.28% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,565 | $6,652+149.0% | $8,065+105.4% | $4,300+285.2% |
| Admin fee / account holder | $22,246 | $7,953+179.7% | $12,993+71.2% | $6,925+221.2% |