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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 | $31,544 | $86,940-63.7% | $102,434-69.2% | $80,935-61.0% |
| Participation rate | 30.2% | 72.4%-42.2pp | 76.5%-46.3pp | 67.7%-37.5pp |
| Annual return | 11.46% | 18.89%-7.4pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $657 | $2,370-72.3% | $3,023-78.3% | $2,757-76.2% |
| Participant deferral / active EE | $2,552 | $4,121-38.1% | $5,055-49.5% | $4,299-40.6% |
| Admin fee / account holder | $5,219 | $8,047-35.1% | $9,462-44.8% | $6,924-24.6% |