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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 | $40,441 | $74,535-45.7% | $100,712-59.8% | $82,637-51.1% |
| Participation rate | 21.1% | 61.2%-40.1pp | 69.3%-48.2pp | 68.1%-46.9pp |
| Annual return | 26.44% | 18.92%+7.5pp | 33.27%-6.8pp | 53.51%-27.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,320 | $3,074-57.1% | $4,085-67.7% | $4,126-68.0% |
| Admin fee / account holder | $2,255 | $6,576-65.7% | $9,256-75.6% | $7,339-69.3% |