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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 | $37,386 | $93,589-60.1% | $135,942-72.5% | $75,181-50.3% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 18.76% | 30.90%-12.1pp | 68.28%-49.5pp | 160.69%-141.9pp |
| Employer contribution / active EE | $542 | $3,537-84.7% | $4,858-88.8% | $2,671-79.7% |
| Participant deferral / active EE | $3,770 | $6,405-41.1% | $7,759-51.4% | $4,126-8.6% |
| Admin fee / account holder | $1,831 | $6,977-73.8% | $10,764-83.0% | $5,650-67.6% |