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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 | $106,181 | $101,795+4.3% | $165,100-35.7% | $80,959+31.2% |
| Participation rate | 63.0% | 71.8%-8.8pp | 78.6%-15.6pp | 67.7%-4.6pp |
| Annual return | 27.32% | 16.73%+10.6pp | 70.21%-42.9pp | 35.67%-8.3pp |
| Employer contribution / active EE | $591 | $2,954-80.0% | $4,348-86.4% | $2,757-78.6% |
| Participant deferral / active EE | $3,011 | $4,476-32.7% | $6,035-50.1% | $4,300-30.0% |
| Admin fee / account holder | $4,975 | $8,221-39.5% | $12,696-60.8% | $6,925-28.2% |