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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 | $51,648 | $86,050-40.0% | $189,758-72.8% | $94,015-45.1% |
| Participation rate | 18.5% | 68.9%-50.4pp | 79.8%-61.3pp | 70.8%-52.3pp |
| Annual return | 14.97% | 17.77%-2.8pp | 52.62%-37.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $402 | $2,819-85.7% | $4,767-91.6% | $2,790-85.6% |
| Participant deferral / active EE | $1,282 | $3,349-61.7% | $5,856-78.1% | $4,249-69.8% |
| Admin fee / account holder | $1,337 | $6,627-79.8% | $20,388-93.4% | $8,951-85.1% |