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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 | $53,547 | $93,057-42.5% | $153,500-65.1% | $80,925-33.8% |
| Participation rate | 51.5% | 69.0%-17.5pp | 77.1%-25.6pp | 67.7%-16.1pp |
| Annual return | 12.74% | 19.96%-7.2pp | 15.70%-3.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $162 | $3,507-95.4% | $5,039-96.8% | $2,756-94.1% |
| Participant deferral / active EE | $1,962 | $5,179-62.1% | $6,756-71.0% | $4,299-54.4% |
| Admin fee / account holder | $18,798 | $8,885+111.6% | $12,736+47.6% | $6,940+170.9% |