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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 | $50,364 | $56,894-11.5% | $84,753-40.6% | $62,881-19.9% |
| Participation rate | 63.4% | 68.5%-5.1pp | 76.6%-13.2pp | 69.3%-5.9pp |
| Annual return | 4.95% | 6.30%-1.4pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,717 | $2,709-36.6% | $3,712-53.7% | $3,203-46.4% |
| Admin fee / account holder | $14,900 | $3,581+316.1% | $5,333+179.4% | $4,296+246.9% |