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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 | $109,256 | $81,276+34.4% | $155,574-29.8% | $80,925+35.0% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.7%-12.5pp |
| Annual return | 10.97% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $301 | $3,103-90.3% | $4,676-93.6% | $2,756-89.1% |
| Participant deferral / active EE | $3,731 | $3,453+8.0% | $5,629-33.7% | $4,299-13.2% |
| Admin fee / account holder | $4,023 | $7,993-49.7% | $15,914-74.7% | $6,940-42.0% |