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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 | $30,630 | $43,496-29.6% | $161,489-81.0% | $64,340-52.4% |
| Participation rate | 39.4% | 53.5%-14.1pp | 78.7%-39.3pp | 55.2%-15.9pp |
| Annual return | 17.11% | 20.76%-3.6pp | 89.72%-72.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $76 | $1,431-94.7% | $4,268-98.2% | $1,862-95.9% |
| Participant deferral / active EE | $1,821 | $1,996-8.8% | $5,630-67.7% | $2,980-38.9% |
| Admin fee / account holder | $1,740 | $2,330-25.3% | $16,006-89.1% | $3,703-53.0% |