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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 | $58,433 | $76,367-23.5% | $93,614-37.6% | $72,983-19.9% |
| Participation rate | 68.1% | 71.7%-3.6pp | 75.8%-7.7pp | 69.5%-1.4pp |
| Annual return | 18.94% | 25.82%-6.9pp | 32.76%-13.8pp | 81.01%-62.1pp |
| Employer contribution / active EE | $149 | $2,275-93.5% | $2,718-94.5% | $2,440-93.9% |
| Participant deferral / active EE | $1,778 | $3,538-49.7% | $4,069-56.3% | $3,608-50.7% |
| Admin fee / account holder | $617 | $6,838-91.0% | $7,889-92.2% | $5,124-88.0% |