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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 | $25,107 | $63,949-60.7% | $129,031-80.5% | $94,015-73.3% |
| Participation rate | 48.5% | 63.4%-14.9pp | 73.4%-24.9pp | 70.8%-22.3pp |
| Annual return | 14.91% | 17.56%-2.7pp | 34.67%-19.8pp | 17.84%-2.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,587 | $3,686-56.9% | $5,217-69.6% | $4,249-62.6% |
| Admin fee / account holder | $4,623 | $5,523-16.3% | $13,208-65.0% | $8,951-48.4% |