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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 | $117,722 | $73,787+59.5% | $98,716+19.3% | $82,448+42.8% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.3%-2.2pp | 68.1%-1.0pp |
| Annual return | 19.82% | 18.57%+1.3pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $46 | $1,511-97.0% | $2,279-98.0% | $2,551-98.2% |
| Participant deferral / active EE | $6,481 | $3,081+110.3% | $4,048+60.1% | $4,139+56.6% |
| Admin fee / account holder | $7,601 | $6,500+16.9% | $8,703-12.7% | $7,234+5.1% |