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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 | $42,113 | $72,486-41.9% | $87,103-51.7% | $72,976-42.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 22.53% | 24.46%-1.9pp | 28.19%-5.7pp | 81.02%-58.5pp |
| Employer contribution / active EE | $387 | $1,894-79.6% | $2,521-84.6% | $2,440-84.1% |
| Participant deferral / active EE | $2,578 | $3,270-21.2% | $4,049-36.3% | $3,608-28.5% |
| Admin fee / account holder | $1,206 | $5,055-76.1% | $7,491-83.9% | $5,124-76.5% |