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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 | $32,450 | $75,541-57.0% | $152,093-78.7% | $82,637-60.7% |
| Participation rate | 64.1% | 66.5%-2.5pp | 77.8%-13.7pp | 68.1%-4.0pp |
| Annual return | 14.66% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $148 | $2,622-94.4% | $4,175-96.5% | $2,552-94.2% |
| Participant deferral / active EE | $1,479 | $3,206-53.8% | $5,451-72.9% | $4,126-64.1% |
| Admin fee / account holder | $3,324 | $6,405-48.1% | $14,497-77.1% | $7,339-54.7% |