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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 | $38,247 | $71,208-46.3% | $93,681-59.2% | $80,911-52.7% |
| Participation rate | 65.4% | 60.4%+5.0pp | 68.7%-3.3pp | 67.6%-2.3pp |
| Annual return | 15.38% | 11.27%+4.1pp | 133.47%-118.1pp | 35.63%-20.2pp |
| Employer contribution / active EE | $108 | $1,564-93.1% | $2,422-95.6% | $2,756-96.1% |
| Participant deferral / active EE | $3,506 | $4,035-13.1% | $4,415-20.6% | $4,297-18.4% |
| Admin fee / account holder | $4,158 | $6,951-40.2% | $8,290-49.8% | $6,935-40.0% |