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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 | $39,050 | $99,345-60.7% | $84,753-53.9% | $273,972-85.7% |
| Participation rate | 20.0% | 80.7%-60.7pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 10.39% | 22.93%-12.5pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $308 | $4,214-92.7% | $3,574-91.4% | $4,869-93.7% |
| Participant deferral / active EE | $3,968 | $4,270-7.1% | $3,712+6.9% | $5,287-24.9% |
| Admin fee / account holder | $2,488 | $6,645-62.6% | $5,333-53.3% | $10,133-75.4% |