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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 | $57,662 | $91,559-37.0% | $133,978-57.0% | $79,856-27.8% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 12.79% | 61.85%-49.1pp | 45.10%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $492 | $2,384-79.4% | $3,919-87.5% | $2,471-80.1% |
| Participant deferral / active EE | $1,971 | $3,734-47.2% | $5,047-61.0% | $3,741-47.3% |
| Admin fee / account holder | $948 | $6,321-85.0% | $8,930-89.4% | $5,306-82.1% |