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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 | $48,535 | $63,346-23.4% | $92,240-47.4% | $70,126-30.8% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.3pp |
| Annual return | 16.13% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $331 | $2,471-86.6% | $3,680-91.0% | $2,343-85.9% |
| Participant deferral / active EE | $1,569 | $2,854-45.0% | $3,897-59.7% | $3,332-52.9% |
| Admin fee / account holder | $3,026 | $3,841-21.2% | $5,194-41.7% | $4,645-34.9% |