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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 | $48,730 | $73,787-34.0% | $98,716-50.6% | $82,448-40.9% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 17.82% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $218 | $1,511-85.6% | $2,279-90.4% | $2,551-91.5% |
| Participant deferral / active EE | $2,528 | $3,081-18.0% | $4,048-37.6% | $4,139-38.9% |
| Admin fee / account holder | $1,578 | $6,500-75.7% | $8,703-81.9% | $7,234-78.2% |