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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 | $40,292 | $55,457-27.3% | $77,361-47.9% | $94,015-57.1% |
| Participation rate | 39.7% | 69.8%-30.1pp | 75.0%-35.2pp | 70.8%-31.1pp |
| Annual return | 15.24% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $213 | $2,255-90.5% | $2,990-92.9% | $2,790-92.3% |
| Participant deferral / active EE | $1,257 | $3,069-59.0% | $3,911-67.8% | $4,249-70.4% |
| Admin fee / account holder | $1,065 | $4,334-75.4% | $5,894-81.9% | $8,951-88.1% |