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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 | $86,940-61.2% | $102,434-67.0% | $80,935-58.3% |
| Participation rate | 34.2% | 72.4%-38.2pp | 76.5%-42.3pp | 67.7%-33.5pp |
| Annual return | 13.14% | 18.89%-5.8pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $416 | $2,370-82.5% | $3,023-86.3% | $2,757-84.9% |
| Participant deferral / active EE | $2,021 | $4,121-51.0% | $5,055-60.0% | $4,299-53.0% |
| Admin fee / account holder | $2,939 | $8,047-63.5% | $9,462-68.9% | $6,924-57.5% |