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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 | $59,103 | $71,057-16.8% | $93,654-36.9% | $80,874-26.9% |
| Participation rate | 55.9% | 60.4%-4.5pp | 68.7%-12.8pp | 67.6%-11.8pp |
| Annual return | 10.62% | 11.26%-0.6pp | 133.34%-122.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $171 | $1,564-89.1% | $2,421-92.9% | $2,756-93.8% |
| Participant deferral / active EE | $1,711 | $4,034-57.6% | $4,413-61.2% | $4,297-60.2% |
| Admin fee / account holder | $412 | $6,944-94.1% | $8,282-95.0% | $6,935-94.1% |