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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 | $75,774 | $73,787+2.7% | $98,716-23.2% | $82,448-8.1% |
| Participation rate | 64.1% | 61.4%+2.7pp | 69.3%-5.2pp | 68.1%-4.0pp |
| Annual return | 13.25% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $115 | $1,511-92.4% | $2,279-94.9% | $2,551-95.5% |
| Participant deferral / active EE | $2,300 | $3,081-25.4% | $4,048-43.2% | $4,139-44.4% |
| Admin fee / account holder | $6,209 | $6,500-4.5% | $8,703-28.7% | $7,234-14.2% |