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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 | $26,537 | $51,466-48.4% | $78,778-66.3% | $62,293-57.4% |
| Participation rate | 51.4% | 59.8%-8.4pp | 69.2%-17.8pp | 69.5%-18.2pp |
| Annual return | 16.06% | 19.96%-3.9pp | 35.62%-19.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,846 | $2,147+32.5% | $2,958-3.8% | $3,169-10.2% |
| Admin fee / account holder | $6,081 | $489+1142.8% | $5,134+18.5% | $479+1168.7% |