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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 | $46,057 | $58,851-21.7% | $115,170-60.0% | $72,975-36.9% |
| Participation rate | 39.6% | 65.5%-26.0pp | 75.9%-36.3pp | 69.5%-29.9pp |
| Annual return | 41.46% | 23.16%+18.3pp | 35.60%+5.9pp | 81.01%-39.5pp |
| Employer contribution / active EE | $411 | $1,798-77.2% | $3,179-87.1% | $2,440-83.2% |
| Participant deferral / active EE | $1,555 | $2,643-41.1% | $4,169-62.7% | $3,608-56.9% |
| Admin fee / account holder | $1,314 | $6,370-79.4% | $7,089-81.5% | $5,124-74.4% |