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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 | $38,893 | $43,749-11.1% | $158,223-75.4% | $65,306-40.4% |
| Participation rate | 29.1% | 56.9%-27.8pp | 79.2%-50.1pp | 57.7%-28.6pp |
| Annual return | 14.45% | 19.41%-5.0pp | 52.09%-37.6pp | 21.94%-7.5pp |
| Employer contribution / active EE | $276 | $1,497-81.6% | $4,109-93.3% | $1,967-86.0% |
| Participant deferral / active EE | $1,022 | $2,019-49.4% | $5,467-81.3% | $2,959-65.4% |
| Admin fee / account holder | $2,204 | $1,930+14.2% | $16,047-86.3% | $3,480-36.7% |