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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 | $31,361 | $86,940-63.9% | $102,434-69.4% | $80,935-61.3% |
| Participation rate | 63.4% | 72.4%-9.0pp | 76.5%-13.1pp | 67.7%-4.2pp |
| Annual return | 23.03% | 18.89%+4.1pp | 29.46%-6.4pp | 35.66%-12.6pp |
| Employer contribution / active EE | $579 | $2,370-75.6% | $3,023-80.9% | $2,757-79.0% |
| Participant deferral / active EE | $3,500 | $4,121-15.1% | $5,055-30.8% | $4,299-18.6% |
| Admin fee / account holder | $9,657 | $8,047+20.0% | $9,462+2.1% | $6,924+39.5% |