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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 | $39,132 | $115,225-66.0% | $100,712-61.1% | $138,895-71.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 12.83% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $278 | $2,771-90.0% | $2,313-88.0% | $4,194-93.4% |
| Participant deferral / active EE | $1,885 | $4,699-59.9% | $4,085-53.9% | $6,396-70.5% |
| Admin fee / account holder | $28,148 | $10,844+159.6% | $9,256+204.1% | $12,562+124.1% |