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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 | $161,912 | $80,985+99.9% | $96,576+67.7% | $75,181+115.4% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 15.52% | 27.05%-11.5pp | 25.87%-10.3pp | 160.69%-145.2pp |
| Employer contribution / active EE | $636 | $2,282-72.1% | $2,965-78.5% | $2,671-76.2% |
| Participant deferral / active EE | $4,172 | $3,929+6.2% | $4,851-14.0% | $4,126+1.1% |
| Admin fee / account holder | $1,439 | $6,719-78.6% | $8,253-82.6% | $5,650-74.5% |