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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 | $61,305 | $80,332-23.7% | $107,187-42.8% | $64,097-4.4% |
| Participation rate | 34.1% | 54.4%-20.3pp | 75.0%-40.9pp | 55.2%-21.0pp |
| Annual return | 15.74% | 24.26%-8.5pp | 204.55%-188.8pp | 34.64%-18.9pp |
| Employer contribution / active EE | $250 | $2,501-90.0% | $3,782-93.4% | $1,891-86.8% |
| Participant deferral / active EE | $1,877 | $3,109-39.6% | $5,096-63.2% | $3,080-39.1% |
| Admin fee / account holder | $7,847 | $4,314+81.9% | $9,162-14.4% | $3,454+127.1% |