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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 | $48,515 | $97,648-50.3% | $121,663-60.1% | $87,485-44.5% |
| Participation rate | 63.3% | 70.5%-7.1pp | 74.5%-11.2pp | 68.9%-5.6pp |
| Annual return | 17.36% | 18.03%-0.7pp | 147.54%-130.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $523 | $2,300-77.2% | $3,020-82.7% | $2,596-79.8% |
| Participant deferral / active EE | $2,124 | $3,923-45.9% | $4,887-56.5% | $4,274-50.3% |
| Admin fee / account holder | $4,221 | $11,100-62.0% | $14,289-70.5% | $7,775-45.7% |