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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 | $58,402 | $70,435-17.1% | $96,575-39.5% | $85,856-32.0% |
| Participation rate | 53.3% | 61.8%-8.5pp | 69.8%-16.5pp | 69.3%-16.0pp |
| Annual return | 19.13% | 18.59%+0.5pp | 37.79%-18.7pp | 318.58%-299.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,643 | $2,894-43.2% | $3,849-57.3% | $3,952-58.4% |
| Admin fee / account holder | $1,069 | $4,997-78.6% | $6,182-82.7% | $6,261-82.9% |