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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 | $89,581 | $110,137-18.7% | $161,149-44.4% | $82,637+8.4% |
| Participation rate | 51.6% | 72.4%-20.7pp | 78.8%-27.2pp | 68.1%-16.4pp |
| Annual return | 14.27% | 20.69%-6.4pp | 21.16%-6.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $743 | $2,856-74.0% | $4,360-83.0% | $2,552-70.9% |
| Participant deferral / active EE | $2,509 | $4,575-45.2% | $6,153-59.2% | $4,126-39.2% |
| Admin fee / account holder | $5,544 | $9,467-41.4% | $15,194-63.5% | $7,339-24.5% |