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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 | $32,357 | $56,894-43.1% | $84,753-61.8% | $62,881-48.5% |
| Participation rate | 50.8% | 68.5%-17.7pp | 76.6%-25.8pp | 69.3%-18.5pp |
| Annual return | 5.89% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,475 | $2,709-8.6% | $3,712-33.3% | $3,203-22.7% |
| Admin fee / account holder | $1,173 | $3,581-67.2% | $5,333-78.0% | $4,296-72.7% |