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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 | $79,130 | $81,403-2.8% | $147,027-46.2% | $87,485-9.5% |
| Participation rate | 24.0% | 63.4%-39.4pp | 73.7%-49.7pp | 68.9%-44.9pp |
| Annual return | 20.27% | 16.51%+3.8pp | 20.23%0pp | 26.06%-5.8pp |
| Employer contribution / active EE | $490 | $2,205-77.8% | $3,626-86.5% | $2,596-81.1% |
| Participant deferral / active EE | $2,322 | $3,315-30.0% | $4,933-52.9% | $4,274-45.7% |
| Admin fee / account holder | $3,245 | $6,755-52.0% | $12,223-73.5% | $7,775-58.3% |