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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 | $93,459 | $62,672+49.1% | $185,117-49.5% | $70,126+33.3% |
| Participation rate | 48.6% | 63.8%-15.2pp | 77.3%-28.7pp | 69.5%-21.0pp |
| Annual return | 27.56% | 40.79%-13.2pp | 40.50%-12.9pp | 73.15%-45.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,538 | $3,272+38.7% | $5,045-10.1% | $3,332+36.2% |
| Admin fee / account holder | $377 | $3,932-90.4% | $8,159-95.4% | $4,645-91.9% |