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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 | $35,743 | $78,423-54.4% | $95,964-62.8% | $79,856-55.2% |
| Participation rate | 56.9% | 73.5%-16.5pp | 77.1%-20.1pp | 69.6%-12.7pp |
| Annual return | 18.92% | 19.37%-0.5pp | 91.64%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $351 | $1,945-82.0% | $2,541-86.2% | $2,471-85.8% |
| Participant deferral / active EE | $3,017 | $3,440-12.3% | $4,167-27.6% | $3,741-19.3% |
| Admin fee / account holder | $1,588 | $5,622-71.8% | $6,797-76.6% | $5,306-70.1% |