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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 | $33,756 | $86,919-61.2% | $102,457-67.1% | $80,911-58.3% |
| Participation rate | 34.2% | 72.4%-38.2pp | 76.5%-42.3pp | 67.6%-33.5pp |
| Annual return | 13.14% | 18.90%-5.8pp | 29.41%-16.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $416 | $2,368-82.4% | $3,022-86.2% | $2,756-84.9% |
| Participant deferral / active EE | $2,021 | $4,119-50.9% | $5,054-60.0% | $4,297-53.0% |
| Admin fee / account holder | $2,939 | $8,049-63.5% | $9,451-68.9% | $6,935-57.6% |