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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 | $38,674 | $153,769-74.8% | $133,975-71.1% | $273,972-85.9% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 6.12% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $920 | $6,029-84.7% | $5,211-82.4% | $4,869-81.1% |
| Participant deferral / active EE | $5,256 | $6,958-24.5% | $6,282-16.3% | $5,287-0.6% |
| Admin fee / account holder | $3,100 | $11,765-73.7% | $9,324-66.8% | $10,133-69.4% |