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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 | $160,780 | $100,003+60.8% | $146,685+9.6% | $85,856+87.3% |
| Participation rate | 20.8% | 73.1%-52.3pp | 80.1%-59.3pp | 69.3%-48.6pp |
| Annual return | 13.99% | 18.93%-4.9pp | 22.75%-8.8pp | 318.58%-304.6pp |
| Employer contribution / active EE | $576 | $2,559-77.5% | $4,137-86.1% | $2,565-77.6% |
| Participant deferral / active EE | $1,877 | $4,006-53.2% | $5,507-65.9% | $3,952-52.5% |
| Admin fee / account holder | $1,822 | $7,704-76.4% | $10,281-82.3% | $6,261-70.9% |