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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 | $63,043 | $48,364+30.4% | $71,796-12.2% | $62,881+0.3% |
| Participation rate | 37.8% | 60.6%-22.8pp | 69.1%-31.3pp | 69.3%-31.5pp |
| Annual return | 7.54% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $177 | $1,042-83.0% | $1,924-90.8% | $2,281-92.2% |
| Participant deferral / active EE | $1,137 | $2,091-45.6% | $2,794-59.3% | $3,203-64.5% |
| Admin fee / account holder | $2,409 | $3,771-36.1% | $4,815-50.0% | $4,296-43.9% |