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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 | $75,227 | $39,132+92.2% | $57,196+31.5% | $62,881+19.6% |
| Participation rate | 65.2% | 70.5%-5.3pp | 75.3%-10.1pp | 69.3%-4.1pp |
| Annual return | 10.39% | 9.24%+1.2pp | 14.59%-4.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,289 | $2,374+38.5% | $3,096+6.2% | $3,203+2.7% |
| Admin fee / account holder | $828 | $2,594-68.1% | $3,141-73.6% | $4,296-80.7% |