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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 | $61,224 | $123,793-50.5% | $177,840-65.6% | $79,852-23.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 87.7%-27.7pp | 69.6%-9.6pp |
| Annual return | 39.54% | 22.82%+16.7pp | 48.32%-8.8pp | 31.72%+7.8pp |
| Employer contribution / active EE | $773 | $4,095-81.1% | $5,919-86.9% | $2,471-68.7% |
| Participant deferral / active EE | $5,779 | $5,956-3.0% | $7,714-25.1% | $3,740+54.5% |
| Admin fee / account holder | $8,366 | $7,243+15.5% | $12,431-32.7% | $5,306+57.7% |