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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 | $92,555 | $181,896-49.1% | $156,551-40.9% | $273,972-66.2% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 6.67% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,243 | $6,248-80.1% | $5,501-77.4% | $4,869-74.5% |
| Participant deferral / active EE | $3,271 | $5,550-41.1% | $4,871-32.9% | $5,287-38.1% |
| Admin fee / account holder | $891 | $15,560-94.3% | $13,028-93.2% | $10,133-91.2% |