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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 | $77,321 | $122,258-36.8% | $199,883-61.3% | $64,097+20.6% |
| Participation rate | 59.1% | 79.0%-19.9pp | 86.8%-27.6pp | 55.2%+3.9pp |
| Annual return | 23.86% | 24.91%-1.0pp | 43.81%-20.0pp | 34.64%-10.8pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $12,149 | $6,258+94.1% | $9,138+32.9% | $3,080+294.5% |
| Admin fee / account holder | $8,133 | $3,882+109.5% | $17,268-52.9% | $3,454+135.4% |