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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 | $65,788 | $80,992-18.8% | $96,534-31.9% | $75,173-12.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 16.25% | 27.05%-10.8pp | 25.88%-9.6pp | 160.72%-144.5pp |
| Employer contribution / active EE | $574 | $2,283-74.9% | $2,965-80.6% | $2,671-78.5% |
| Participant deferral / active EE | $2,415 | $3,929-38.5% | $4,851-50.2% | $4,126-41.5% |
| Admin fee / account holder | $7,788 | $6,717+15.9% | $8,253-5.6% | $5,651+37.8% |