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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 | $90,887 | $108,825-16.5% | $156,181-41.8% | $82,448+10.2% |
| Participation rate | 42.1% | 72.4%-30.3pp | 78.8%-36.7pp | 68.1%-26.0pp |
| Annual return | 15.37% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $603 | $2,870-79.0% | $4,294-86.0% | $2,551-76.4% |
| Participant deferral / active EE | $2,072 | $4,577-54.7% | $6,132-66.2% | $4,139-50.0% |
| Admin fee / account holder | $17,887 | $9,341+91.5% | $14,586+22.6% | $7,234+147.2% |