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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 | $47,913 | $77,814-38.4% | $158,223-69.7% | $86,983-44.9% |
| Participation rate | 38.7% | 68.4%-29.7pp | 79.2%-40.5pp | 69.5%-30.8pp |
| Annual return | 13.85% | 30.54%-16.7pp | 52.09%-38.2pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,913 | $3,270-41.5% | $5,467-65.0% | $4,194-54.4% |
| Admin fee / account holder | $2,556 | $5,879-56.5% | $16,047-84.1% | $7,856-67.5% |