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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 | $105,162 | $74,535+41.1% | $100,712+4.4% | $82,637+27.3% |
| Participation rate | 64.1% | 61.2%+2.9pp | 69.3%-5.2pp | 68.1%-4.0pp |
| Annual return | 25.35% | 18.92%+6.4pp | 33.27%-7.9pp | 53.51%-28.2pp |
| Employer contribution / active EE | $311 | $1,503-79.3% | $2,313-86.5% | $2,552-87.8% |
| Participant deferral / active EE | $3,626 | $3,074+18.0% | $4,085-11.2% | $4,126-12.1% |
| Admin fee / account holder | $6,786 | $6,576+3.2% | $9,256-26.7% | $7,339-7.5% |