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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 | $32,291 | $124,425-74.0% | $112,040-71.2% | $137,256-76.5% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 12.60% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $374 | $3,411-89.0% | $2,954-87.3% | $4,156-91.0% |
| Participant deferral / active EE | $3,130 | $5,718-45.3% | $5,098-38.6% | $6,407-51.1% |
| Admin fee / account holder | $20,603 | $15,207+35.5% | $12,098+70.3% | $12,270+67.9% |