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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 | $79,242 | $72,027+10.0% | $185,861-57.4% | $79,856-0.8% |
| Participation rate | 22.2% | 65.8%-43.5pp | 78.0%-55.8pp | 69.6%-47.4pp |
| Annual return | 15.54% | 23.13%-7.6pp | 35.96%-20.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $36 | $1,965-98.2% | $4,088-99.1% | $2,471-98.5% |
| Participant deferral / active EE | $1,377 | $3,780-63.6% | $5,634-75.6% | $3,741-63.2% |
| Admin fee / account holder | $2,200 | $4,513-51.3% | $9,503-76.9% | $5,306-58.5% |