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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 | $56,158 | $76,407-26.5% | $150,298-62.6% | $82,448-31.9% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 15.26% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $266 | $2,614-89.8% | $4,154-93.6% | $2,551-89.6% |
| Participant deferral / active EE | $1,107 | $3,214-65.6% | $5,453-79.7% | $4,139-73.3% |
| Admin fee / account holder | $1,178 | $6,352-81.5% | $14,116-91.7% | $7,234-83.7% |