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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 | $64,339 | $71,230-9.7% | $93,727-31.4% | $80,959-20.5% |
| Participation rate | 62.0% | 60.4%+1.6pp | 68.7%-6.7pp | 67.7%-5.6pp |
| Annual return | 13.12% | 11.26%+1.9pp | 133.83%-120.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $170 | $1,565-89.1% | $2,421-93.0% | $2,757-93.8% |
| Participant deferral / active EE | $3,464 | $4,037-14.2% | $4,417-21.6% | $4,300-19.5% |
| Admin fee / account holder | $6,973 | $6,961+0.2% | $8,292-15.9% | $6,925+0.7% |