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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 | $100,405 | $108,825-7.7% | $156,181-35.7% | $82,448+21.8% |
| Participation rate | 53.8% | 72.4%-18.5pp | 78.8%-25.0pp | 68.1%-14.2pp |
| Annual return | 17.67% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $618 | $2,870-78.5% | $4,294-85.6% | $2,551-75.8% |
| Participant deferral / active EE | $2,473 | $4,577-46.0% | $6,132-59.7% | $4,139-40.3% |
| Admin fee / account holder | $3,776 | $9,341-59.6% | $14,586-74.1% | $7,234-47.8% |