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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 | $118,099 | $110,137+7.2% | $161,149-26.7% | $82,637+42.9% |
| Participation rate | 61.0% | 72.4%-11.3pp | 78.8%-17.8pp | 68.1%-7.0pp |
| Annual return | 15.16% | 20.69%-5.5pp | 21.16%-6.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $280 | $2,856-90.2% | $4,360-93.6% | $2,552-89.0% |
| Participant deferral / active EE | $2,674 | $4,575-41.6% | $6,153-56.5% | $4,126-35.2% |
| Admin fee / account holder | $2,369 | $9,467-75.0% | $15,194-84.4% | $7,339-67.7% |