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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 | $45,103 | $108,882-58.6% | $96,754-53.4% | $154,746-70.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 22.26% | 98.39%-76.1pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,624 | $5,323+5.7% | $4,758+18.2% | $6,730-16.4% |
| Admin fee / account holder | $1,083 | $10,200-89.4% | $8,905-87.8% | $14,365-92.5% |