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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 | $91,670 | $102,385-10.5% | $147,080-37.7% | $80,935+13.3% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 16.89% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $767 | $3,717-79.4% | $4,933-84.4% | $2,757-72.2% |
| Participant deferral / active EE | $3,089 | $6,651-53.6% | $8,066-61.7% | $4,299-28.2% |
| Admin fee / account holder | $3,745 | $7,951-52.9% | $12,989-71.2% | $6,924-45.9% |