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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 | $112,330 | $57,119+96.7% | $85,187+31.9% | $80,935+38.8% |
| Participation rate | 24.4% | 56.4%-32.0pp | 67.5%-43.1pp | 67.7%-43.3pp |
| Annual return | 18.46% | 21.70%-3.2pp | 66.67%-48.2pp | 35.66%-17.2pp |
| Employer contribution / active EE | $2 | $1,802-99.9% | $2,732-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $1,597 | $3,115-48.7% | $4,525-64.7% | $4,299-62.9% |
| Admin fee / account holder | $12,678 | $4,990+154.1% | $6,162+105.8% | $6,924+83.1% |