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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 | $29,425 | $136,860-78.5% | $120,344-75.5% | $154,746-81.0% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 18.33% | 21.38%-3.0pp | 20.30%-2.0pp | 172.34%-154.0pp |
| Employer contribution / active EE | $784 | $3,533-77.8% | $3,020-74.0% | $4,379-82.1% |
| Participant deferral / active EE | $2,216 | $5,793-61.8% | $5,135-56.9% | $6,730-67.1% |
| Admin fee / account holder | $1,388 | $15,393-91.0% | $12,742-89.1% | $14,365-90.3% |