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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 | $69,437 | $101,798-31.8% | $165,071-57.9% | $80,935-14.2% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 11.93% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $749 | $2,954-74.7% | $4,347-82.8% | $2,757-72.8% |
| Participant deferral / active EE | $2,488 | $4,476-44.4% | $6,035-58.8% | $4,299-42.1% |
| Admin fee / account holder | $2,500 | $8,221-69.6% | $12,695-80.3% | $6,924-63.9% |