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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 | $56,553 | $68,880-17.9% | $120,580-53.1% | $80,959-30.1% |
| Participation rate | 53.6% | 61.7%-8.1pp | 72.0%-18.3pp | 67.7%-14.0pp |
| Annual return | 18.26% | 23.68%-5.4pp | 107.48%-89.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $252 | $2,066-87.8% | $3,469-92.7% | $2,757-90.9% |
| Participant deferral / active EE | $1,268 | $3,191-60.3% | $4,995-74.6% | $4,300-70.5% |
| Admin fee / account holder | $2,141 | $5,785-63.0% | $9,418-77.3% | $6,925-69.1% |