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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 | $140,959 | $146,267-3.6% | $197,124-28.5% | $82,448+71.0% |
| Participation rate | 62.2% | 84.0%-21.9pp | 86.7%-24.6pp | 68.1%-5.9pp |
| Annual return | 13.75% | 29.61%-15.9pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $612 | $4,723-87.0% | $6,227-90.2% | $2,551-76.0% |
| Participant deferral / active EE | $5,778 | $7,035-17.9% | $9,135-36.7% | $4,139+39.6% |
| Admin fee / account holder | $1,457 | $14,422-89.9% | $16,298-91.1% | $7,234-79.9% |