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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 | $132,252 | $89,370+48.0% | $141,197-6.3% | $72,976+81.2% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.9pp |
| Annual return | 23.65% | 111.88%-88.2pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $547 | $3,115-82.4% | $4,736-88.4% | $2,440-77.6% |
| Participant deferral / active EE | $5,310 | $5,419-2.0% | $6,710-20.9% | $3,608+47.2% |
| Admin fee / account holder | $1,613 | $5,957-72.9% | $10,265-84.3% | $5,124-68.5% |