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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 | $88,348 | $138,312-36.1% | $122,979-28.2% | $155,188-43.1% |
| Participation rate | 65.0% | 80.2%-15.2pp | 77.2%-12.2pp | 80.8%-15.8pp |
| Annual return | 12.46% | 22.06%-9.6pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $659 | $3,530-81.3% | $3,062-78.5% | $4,248-84.5% |
| Participant deferral / active EE | $2,338 | $5,592-58.2% | $5,003-53.3% | $6,531-64.2% |
| Admin fee / account holder | $4,374 | $15,089-71.0% | $12,864-66.0% | $14,480-69.8% |