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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 | $145,168 | $114,119+27.2% | $107,187+35.4% | $138,895+4.5% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 13.60% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $285 | $4,059-93.0% | $3,782-92.5% | $4,194-93.2% |
| Participant deferral / active EE | $6,386 | $5,538+15.3% | $5,096+25.3% | $6,396-0.2% |
| Admin fee / account holder | $1,709 | $10,024-83.0% | $9,162-81.3% | $12,562-86.4% |