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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 | $34,514 | $118,488-70.9% | $98,462-64.9% | $139,487-75.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 9.91% | 18.96%-9.1pp | 21.17%-11.3pp | 373.84%-363.9pp |
| Employer contribution / active EE | $353 | $3,611-90.2% | $3,049-88.4% | $4,755-92.6% |
| Participant deferral / active EE | $2,240 | $5,393-58.5% | $4,738-52.7% | $6,713-66.6% |
| Admin fee / account holder | $5,196 | $13,868-62.5% | $8,875-41.5% | $11,407-54.5% |