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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 | $54,233 | $54,541-0.6% | $78,778-31.2% | $70,126-22.7% |
| Participation rate | 42.3% | 60.8%-18.5pp | 69.2%-26.9pp | 69.5%-27.2pp |
| Annual return | 13.66% | 21.07%-7.4pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $194 | $1,089-82.2% | $1,986-90.2% | $2,343-91.7% |
| Participant deferral / active EE | $1,070 | $2,210-51.6% | $2,958-63.8% | $3,332-67.9% |
| Admin fee / account holder | $9,343 | $3,709+151.9% | $5,134+82.0% | $4,645+101.1% |