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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 | $82,114 | $91,120-9.9% | $161,149-49.0% | $64,097+28.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 78.8%-28.8pp | 55.2%-5.2pp |
| Annual return | 18.06% | 17.95%+0.1pp | 21.16%-3.1pp | 34.64%-16.6pp |
| Employer contribution / active EE | $308 | $2,284-86.5% | $4,360-92.9% | $1,891-83.7% |
| Participant deferral / active EE | $2,300 | $3,708-38.0% | $6,153-62.6% | $3,080-25.3% |
| Admin fee / account holder | $7,121 | $4,535+57.0% | $15,194-53.1% | $3,454+106.1% |