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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 | $58,418 | $101,795-42.6% | $165,100-64.6% | $80,959-27.8% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.7%+0.3pp |
| Annual return | 14.14% | 16.73%-2.6pp | 70.21%-56.1pp | 35.67%-21.5pp |
| Employer contribution / active EE | $606 | $2,954-79.5% | $4,348-86.1% | $2,757-78.0% |
| Participant deferral / active EE | $4,672 | $4,476+4.4% | $6,035-22.6% | $4,300+8.6% |
| Admin fee / account holder | $9,215 | $8,221+12.1% | $12,696-27.4% | $6,925+33.1% |