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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 | $87,732 | $90,509-3.1% | $78,693+11.5% | $273,968-68.0% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 5.82% | 75.61%-69.8pp | 62.18%-56.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,627 | $3,901-7.0% | $3,517+3.1% | $5,287-31.4% |
| Admin fee / account holder | $1,292 | $5,264-75.4% | $4,511-71.4% | $10,132-87.2% |