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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 | $51,838 | $72,269-28.3% | $101,271-48.8% | $79,852-35.1% |
| Participation rate | 31.1% | 68.5%-37.4pp | 75.8%-44.7pp | 69.6%-38.5pp |
| Annual return | 11.67% | 22.29%-10.6pp | 46.48%-34.8pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,666 | $3,282-49.2% | $4,371-61.9% | $3,740-55.5% |
| Admin fee / account holder | $23,251 | $4,401+428.3% | $5,948+290.9% | $5,306+338.2% |