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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 | $96,312 | $65,027+48.1% | $90,970+5.9% | $79,852+20.6% |
| Participation rate | 50.8% | 61.6%-10.8pp | 69.0%-18.2pp | 69.6%-18.8pp |
| Annual return | 10.72% | 30.45%-19.7pp | 134.58%-123.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $225 | $1,247-81.9% | $2,122-89.4% | $2,471-90.9% |
| Participant deferral / active EE | $1,892 | $2,512-24.7% | $3,373-43.9% | $3,740-49.4% |
| Admin fee / account holder | $4,301 | $4,535-5.2% | $5,960-27.8% | $5,306-19.0% |