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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 | $110,175 | $108,825+1.2% | $156,181-29.5% | $82,448+33.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 12.81% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $673 | $2,870-76.6% | $4,294-84.3% | $2,551-73.6% |
| Participant deferral / active EE | $3,514 | $4,577-23.2% | $6,132-42.7% | $4,139-15.1% |
| Admin fee / account holder | $5,370 | $9,341-42.5% | $14,586-63.2% | $7,234-25.8% |