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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 | $56,146 | $43,075+30.3% | $74,577-24.7% | $62,881-10.7% |
| Participation rate | 27.5% | 58.1%-30.6pp | 68.1%-40.6pp | 69.3%-41.8pp |
| Annual return | 5.90% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $131 | $1,498-91.2% | $2,525-94.8% | $2,281-94.2% |
| Participant deferral / active EE | $1,342 | $2,389-43.9% | $3,458-61.2% | $3,203-58.1% |
| Admin fee / account holder | $4,226 | $2,840+48.8% | $4,138+2.1% | $4,296-1.6% |