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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 | $43,703 | $84,236-48.1% | $170,435-74.4% | $70,126-37.7% |
| Participation rate | 48.9% | 70.8%-21.9pp | 83.6%-34.7pp | 69.5%-20.7pp |
| Annual return | 20.58% | 23.06%-2.5pp | 205.94%-185.4pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,575 | $3,086-49.0% | $4,939-68.1% | $3,332-52.7% |
| Admin fee / account holder | $494 | $5,698-91.3% | $13,881-96.4% | $4,645-89.4% |