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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 | $93,687 | $146,267-35.9% | $197,124-52.5% | $82,448+13.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 86.7%-26.7pp | 68.1%-8.1pp |
| Annual return | 14.42% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,225 | $4,723-74.1% | $6,227-80.3% | $2,551-52.0% |
| Participant deferral / active EE | $3,512 | $7,035-50.1% | $9,135-61.6% | $4,139-15.2% |
| Admin fee / account holder | $60,611 | $14,422+320.3% | $16,298+271.9% | $7,234+737.8% |