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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 | $133,925 | $56,287+137.9% | $80,977+65.4% | $62,881+113.0% |
| Participation rate | 56.7% | 68.9%-12.3pp | 75.8%-19.1pp | 69.3%-12.6pp |
| Annual return | 16.38% | 22.13%-5.7pp | 17.11%-0.7pp | 20.14%-3.8pp |
| Employer contribution / active EE | $258 | $1,943-86.7% | $3,715-93.1% | $2,281-88.7% |
| Participant deferral / active EE | $1,721 | $4,196-59.0% | $5,696-69.8% | $3,203-46.3% |
| Admin fee / account holder | $877 | $3,742-76.6% | $5,517-84.1% | $4,296-79.6% |