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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 | $113,113 | $87,180+29.7% | $173,703-34.9% | $94,015+20.3% |
| Participation rate | 61.4% | 65.6%-4.3pp | 75.9%-14.5pp | 70.8%-9.5pp |
| Annual return | 13.07% | 14.17%-1.1pp | 17.46%-4.4pp | 17.84%-4.8pp |
| Employer contribution / active EE | $191 | $2,494-92.4% | $4,288-95.6% | $2,790-93.2% |
| Participant deferral / active EE | $2,633 | $3,343-21.2% | $4,854-45.7% | $4,249-38.0% |
| Admin fee / account holder | $25,027 | $7,506+233.4% | $15,562+60.8% | $8,951+179.6% |