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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 | $31,170 | $81,446-61.7% | $103,374-69.8% | $80,874-61.5% |
| Participation rate | 64.0% | 66.9%-2.9pp | 74.5%-10.5pp | 67.6%-3.6pp |
| Annual return | 14.63% | 25.57%-10.9pp | 24.89%-10.3pp | 35.62%-21.0pp |
| Employer contribution / active EE | $640 | $3,107-79.4% | $3,869-83.5% | $2,756-76.8% |
| Participant deferral / active EE | $6,155 | $3,870+59.0% | $5,058+21.7% | $4,297+43.2% |
| Admin fee / account holder | $1,529 | $6,715-77.2% | $8,394-81.8% | $6,935-78.0% |