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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 | $82,849 | $97,550-15.1% | $120,344-31.2% | $87,485-5.3% |
| Participation rate | 52.6% | 72.8%-20.2pp | 76.7%-24.1pp | 68.9%-16.3pp |
| Annual return | 12.03% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.0pp |
| Employer contribution / active EE | $225 | $2,291-90.2% | $3,020-92.6% | $2,596-91.3% |
| Participant deferral / active EE | $2,774 | $4,230-34.4% | $5,135-46.0% | $4,274-35.1% |
| Admin fee / account holder | $6,826 | $9,543-28.5% | $12,742-46.4% | $7,775-12.2% |