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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 | $50,084 | $94,031-46.7% | $115,768-56.7% | $82,448-39.3% |
| Participation rate | 44.4% | 70.4%-26.0pp | 74.4%-29.9pp | 68.1%-23.6pp |
| Annual return | 16.00% | 20.61%-4.6pp | 100.46%-84.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,818 | $3,972+21.3% | $4,917-2.0% | $4,139+16.4% |
| Admin fee / account holder | $3,826 | $10,249-62.7% | $12,439-69.2% | $7,234-47.1% |