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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 | $115,570 | $123,478-6.4% | $216,567-46.6% | $94,015+22.9% |
| Participation rate | 51.6% | 75.1%-23.5pp | 81.6%-30.0pp | 70.8%-19.2pp |
| Annual return | 13.74% | 23.61%-9.9pp | 12.94%+0.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $43 | $3,136-98.6% | $5,216-99.2% | $2,790-98.5% |
| Participant deferral / active EE | $3,644 | $4,556-20.0% | $6,191-41.1% | $4,249-14.2% |
| Admin fee / account holder | $9,720 | $12,753-23.8% | $21,981-55.8% | $8,951+8.6% |