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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 | $70,415 | $78,428-10.2% | $95,960-26.6% | $79,852-11.8% |
| Participation rate | 67.7% | 73.5%-5.8pp | 77.1%-9.4pp | 69.6%-1.9pp |
| Annual return | 15.64% | 19.37%-3.7pp | 91.63%-76.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $232 | $1,945-88.1% | $2,541-90.9% | $2,471-90.6% |
| Participant deferral / active EE | $2,334 | $3,440-32.2% | $4,167-44.0% | $3,740-37.6% |
| Admin fee / account holder | $2,251 | $5,622-60.0% | $6,797-66.9% | $5,306-57.6% |