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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 | $104,935 | $87,059+20.5% | $105,608-0.6% | $80,925+29.7% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.7%-3.4pp |
| Annual return | 10.31% | 17.05%-6.7pp | 116.50%-106.2pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,355 | $3,986-15.8% | $5,010-33.0% | $4,299-21.9% |
| Admin fee / account holder | $1,486 | $8,443-82.4% | $11,028-86.5% | $6,940-78.6% |