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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 | $32,476 | $52,279-37.9% | $89,414-63.7% | $79,852-59.3% |
| Participation rate | 45.9% | 57.5%-11.6pp | 68.0%-22.1pp | 69.6%-23.7pp |
| Annual return | 21.47% | 22.16%-0.7pp | 245.50%-224.0pp | 31.72%-10.2pp |
| Employer contribution / active EE | $94 | $1,572-94.0% | $2,586-96.4% | $2,471-96.2% |
| Participant deferral / active EE | $1,093 | $2,740-60.1% | $3,890-71.9% | $3,740-70.8% |
| Admin fee / account holder | $1,632 | $3,356-51.4% | $4,883-66.6% | $5,306-69.3% |