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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 | $51,785 | $86,940-40.4% | $102,434-49.4% | $80,935-36.0% |
| Participation rate | 49.3% | 72.4%-23.1pp | 76.5%-27.2pp | 67.7%-18.4pp |
| Annual return | 16.08% | 18.89%-2.8pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $203 | $2,370-91.4% | $3,023-93.3% | $2,757-92.6% |
| Participant deferral / active EE | $2,567 | $4,121-37.7% | $5,055-49.2% | $4,299-40.3% |
| Admin fee / account holder | $3,535 | $8,047-56.1% | $9,462-62.6% | $6,924-48.9% |