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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 | $30,605 | $73,981-58.6% | $105,754-71.1% | $62,881-51.3% |
| Participation rate | 51.7% | 71.7%-20.0pp | 78.9%-27.2pp | 69.3%-17.6pp |
| Annual return | 6.42% | 17.60%-11.2pp | 12.25%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $109 | $2,856-96.2% | $4,079-97.3% | $2,281-95.2% |
| Participant deferral / active EE | $2,080 | $4,038-48.5% | $5,326-61.0% | $3,203-35.1% |
| Admin fee / account holder | $1,139 | $5,976-80.9% | $8,309-86.3% | $4,296-73.5% |