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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 | $37,471 | $43,496-13.9% | $161,489-76.8% | $64,340-41.8% |
| Participation rate | 40.4% | 53.5%-13.1pp | 78.7%-38.3pp | 55.2%-14.8pp |
| Annual return | 17.10% | 20.76%-3.7pp | 89.72%-72.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,207 | $1,996+110.8% | $5,630-25.3% | $2,980+41.1% |
| Admin fee / account holder | $3,089 | $2,330+32.6% | $16,006-80.7% | $3,703-16.6% |