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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 | $129,687 | $88,707+46.2% | $74,185+74.8% | $273,970-52.7% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 7.30% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.2pp |
| Employer contribution / active EE | $279 | $3,159-91.2% | $2,370-88.2% | $4,869-94.3% |
| Participant deferral / active EE | $2,513 | $4,212-40.3% | $3,550-29.2% | $5,287-52.5% |
| Admin fee / account holder | $19,101 | $8,717+119.1% | $5,586+241.9% | $10,132+88.5% |