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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 | $62,923 | $96,731-35.0% | $123,973-49.2% | $86,983-27.7% |
| Participation rate | 56.7% | 70.0%-13.3pp | 76.7%-20.0pp | 69.5%-12.8pp |
| Annual return | 15.65% | 17.33%-1.7pp | 388.13%-372.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $406 | $3,297-87.7% | $4,126-90.2% | $2,584-84.3% |
| Participant deferral / active EE | $1,883 | $4,152-54.6% | $5,247-64.1% | $4,194-55.1% |
| Admin fee / account holder | $2,060 | $8,722-76.4% | $11,799-82.5% | $7,856-73.8% |