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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 | $132,526 | $123,155+7.6% | $108,753+21.9% | $155,188-14.6% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 9.02% | 44.73%-35.7pp | 37.47%-28.5pp | 148.84%-139.8pp |
| Employer contribution / active EE | $100 | $2,811-96.4% | $2,427-95.9% | $4,248-97.6% |
| Participant deferral / active EE | $2,000 | $4,623-56.7% | $4,115-51.4% | $6,531-69.4% |
| Admin fee / account holder | $160,020 | $12,126+1219.6% | $10,320+1450.7% | $14,480+1005.1% |