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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 | $137,480 | $146,267-6.0% | $197,124-30.3% | $82,448+66.7% |
| Participation rate | 68.6% | 84.0%-15.4pp | 86.7%-18.1pp | 68.1%+0.5pp |
| Annual return | 14.57% | 29.61%-15.0pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,078 | $4,723-77.2% | $6,227-82.7% | $2,551-57.7% |
| Participant deferral / active EE | $5,159 | $7,035-26.7% | $9,135-43.5% | $4,139+24.6% |
| Admin fee / account holder | $46,106 | $14,422+219.7% | $16,298+182.9% | $7,234+537.3% |