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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 | $90,036 | $65,395+37.7% | $182,540-50.7% | $72,975+23.4% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 69.5%-9.5pp |
| Annual return | 19.67% | 27.68%-8.0pp | 148.58%-128.9pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,509 | $3,563-1.5% | $5,525-36.5% | $3,608-2.7% |
| Admin fee / account holder | $5,217 | $4,245+22.9% | $8,593-39.3% | $5,124+1.8% |