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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 | $69,409 | $65,034+6.7% | $90,970-23.7% | $79,856-13.1% |
| Participation rate | 51.3% | 61.6%-10.3pp | 69.0%-17.7pp | 69.6%-18.4pp |
| Annual return | 12.80% | 30.45%-17.7pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $185 | $1,247-85.1% | $2,122-91.3% | $2,471-92.5% |
| Participant deferral / active EE | $1,596 | $2,512-36.5% | $3,373-52.7% | $3,741-57.3% |
| Admin fee / account holder | $2,195 | $4,536-51.6% | $5,961-63.2% | $5,306-58.6% |