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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 | $37,974 | $68,880-44.9% | $120,580-68.5% | $80,959-53.1% |
| Participation rate | 53.7% | 61.7%-8.0pp | 72.0%-18.3pp | 67.7%-14.0pp |
| Annual return | 35.97% | 23.68%+12.3pp | 107.48%-71.5pp | 35.67%+0.3pp |
| Employer contribution / active EE | $358 | $2,066-82.7% | $3,469-89.7% | $2,757-87.0% |
| Participant deferral / active EE | $1,791 | $3,191-43.9% | $4,995-64.2% | $4,300-58.4% |
| Admin fee / account holder | $5,014 | $5,785-13.3% | $9,418-46.8% | $6,925-27.6% |