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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 | $145,108 | $81,487+78.1% | $102,412+41.7% | $80,935+79.3% |
| Participation rate | 53.7% | 66.8%-13.1pp | 74.5%-20.8pp | 67.7%-13.9pp |
| Annual return | 10.85% | 25.60%-14.7pp | 24.94%-14.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $651 | $3,103-79.0% | $3,870-83.2% | $2,757-76.4% |
| Participant deferral / active EE | $3,307 | $3,871-14.6% | $5,060-34.7% | $4,299-23.1% |
| Admin fee / account holder | $8,760 | $6,717+30.4% | $8,388+4.4% | $6,924+26.5% |