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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 | $70,182 | $85,515-17.9% | $112,040-37.4% | $67,986+3.2% |
| Participation rate | 32.7% | 68.2%-35.5pp | 76.5%-43.8pp | 57.2%-24.5pp |
| Annual return | 16.72% | 29.68%-13.0pp | 24.52%-7.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $155 | $2,191-92.9% | $2,954-94.8% | $2,019-92.3% |
| Participant deferral / active EE | $1,781 | $4,014-55.6% | $5,098-65.1% | $3,358-47.0% |
| Admin fee / account holder | $625 | $3,774-83.4% | $12,098-94.8% | $3,203-80.5% |