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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 | $59,000 | $138,386-57.4% | $184,260-68.0% | $80,935-27.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 26.69% | 20.02%+6.7pp | 28.84%-2.2pp | 35.66%-9.0pp |
| Employer contribution / active EE | $1,378 | $4,851-71.6% | $6,427-78.6% | $2,757-50.0% |
| Participant deferral / active EE | $4,650 | $7,076-34.3% | $9,133-49.1% | $4,299+8.1% |
| Admin fee / account holder | $6,125 | $10,489-41.6% | $13,898-55.9% | $6,924-11.5% |