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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 | $34,160 | $110,379-69.1% | $102,412-66.6% | $145,884-76.6% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 16.70% | 24.84%-8.1pp | 24.94%-8.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $679 | $4,216-83.9% | $3,870-82.5% | $4,662-85.4% |
| Participant deferral / active EE | $4,640 | $5,622-17.5% | $5,060-8.3% | $6,690-30.6% |
| Admin fee / account holder | $885 | $9,745-90.9% | $8,388-89.5% | $13,392-93.4% |