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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 | $38,667 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 5.55% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $795 | $5,170-84.6% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $2,758 | $6,343-56.5% | $5,984-53.9% | $5,287-47.8% |
| Admin fee / account holder | $21,736 | $9,817+121.4% | $8,357+160.1% | $10,133+114.5% |