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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 | $63,029 | $213,785-70.5% | $185,441-66.0% | $155,188-59.4% |
| Participation rate | 68.8% | 83.2%-14.5pp | 80.3%-11.5pp | 80.8%-12.1pp |
| Annual return | 16.62% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $464 | $5,393-91.4% | $4,672-90.1% | $4,248-89.1% |
| Participant deferral / active EE | $2,332 | $6,864-66.0% | $6,152-62.1% | $6,531-64.3% |
| Admin fee / account holder | $3,665 | $21,134-82.7% | $17,890-79.5% | $14,480-74.7% |