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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 | $79,015 | $59,804+32.1% | $81,982-3.6% | $79,856-1.1% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.3%-23.8pp | 69.6%-24.2pp |
| Annual return | 16.61% | 17.56%-1.0pp | 41.31%-24.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,845 | $2,695+5.5% | $3,722-23.6% | $3,741-23.9% |
| Admin fee / account holder | $1,820 | $4,288-57.6% | $5,665-67.9% | $5,306-65.7% |