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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 | $83,873 | $81,476+2.9% | $102,383-18.1% | $80,925+3.6% |
| Participation rate | 60.4% | 66.8%-6.5pp | 74.5%-14.1pp | 67.7%-7.3pp |
| Annual return | 19.95% | 25.59%-5.6pp | 24.94%-5.0pp | 35.65%-15.7pp |
| Employer contribution / active EE | $280 | $3,105-91.0% | $3,870-92.8% | $2,756-89.9% |
| Participant deferral / active EE | $2,269 | $3,871-41.4% | $5,060-55.1% | $4,299-47.2% |
| Admin fee / account holder | $22,051 | $6,717+228.3% | $8,391+162.8% | $6,940+217.7% |