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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 | $195,956 | $129,737+51.0% | $119,126+64.5% | $154,746+26.6% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 19.57% | 379.08%-359.5pp | 282.11%-262.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $447 | $4,375-89.8% | $4,034-88.9% | $4,379-89.8% |
| Participant deferral / active EE | $2,160 | $5,842-63.0% | $5,318-59.4% | $6,730-67.9% |
| Admin fee / account holder | $3,138 | $11,961-73.8% | $10,693-70.7% | $14,365-78.2% |