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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 | $111,101 | $94,031+18.2% | $115,768-4.0% | $82,448+34.8% |
| Participation rate | 68.0% | 70.4%-2.4pp | 74.4%-6.4pp | 68.1%-0.1pp |
| Annual return | 14.91% | 20.61%-5.7pp | 100.46%-85.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $610 | $2,323-73.8% | $2,940-79.3% | $2,551-76.1% |
| Participant deferral / active EE | $5,000 | $3,972+25.9% | $4,917+1.7% | $4,139+20.8% |
| Admin fee / account holder | $2,048 | $10,249-80.0% | $12,439-83.5% | $7,234-71.7% |