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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 | $41,560 | $91,037-54.3% | $71,671-42.0% | $147,586-71.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 18.89% | 20.48%-1.6pp | 20.65%-1.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $223 | $3,327-93.3% | $2,460-90.9% | $4,876-95.4% |
| Participant deferral / active EE | $1,214 | $4,498-73.0% | $3,438-64.7% | $5,439-77.7% |
| Admin fee / account holder | $1,655 | $8,613-80.8% | $5,558-70.2% | $10,886-84.8% |