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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 | $100,417 | $95,453+5.2% | $112,040-10.4% | $82,448+21.8% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.5%-6.8pp | 68.1%+1.6pp |
| Annual return | 15.76% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $360 | $2,318-84.5% | $2,954-87.8% | $2,551-85.9% |
| Participant deferral / active EE | $2,036 | $4,224-51.8% | $5,098-60.1% | $4,139-50.8% |
| Admin fee / account holder | $935 | $9,013-89.6% | $12,098-92.3% | $7,234-87.1% |