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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 | $45,391 | $64,909-30.1% | $82,312-44.9% | $62,293-27.1% |
| Participation rate | 67.3% | 74.9%-7.5pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 14.71% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $298 | $1,676-82.2% | $2,428-87.7% | $2,042-85.4% |
| Participant deferral / active EE | $2,740 | $3,103-11.7% | $3,706-26.1% | $3,169-13.6% |
| Admin fee / account holder | $10,311 | $440+2245.4% | $5,608+83.9% | $479+2051.0% |