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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 | $37,135 | $100,970-63.2% | $96,576-61.5% | $137,256-72.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.89% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | -$1,481 | $3,809-138.9% | $3,553-141.7% | $4,156-135.6% |
| Participant deferral / active EE | $5,146 | $8,286-37.9% | $7,956-35.3% | $6,407-19.7% |
| Admin fee / account holder | $10,194 | $11,312-9.9% | $11,381-10.4% | $12,270-16.9% |