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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 | $29,393 | $39,132-24.9% | $57,196-48.6% | $62,881-53.3% |
| Participation rate | 58.5% | 70.5%-12.0pp | 75.3%-16.9pp | 69.3%-10.8pp |
| Annual return | 5.86% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $221 | $1,874-88.2% | $2,683-91.8% | $2,281-90.3% |
| Participant deferral / active EE | $1,310 | $2,374-44.8% | $3,096-57.7% | $3,203-59.1% |
| Admin fee / account holder | $2,096 | $2,594-19.2% | $3,141-33.3% | $4,296-51.2% |