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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 | $43,690 | $88,672-50.7% | $105,223-58.5% | $82,448-47.0% |
| Participation rate | 44.7% | 67.9%-23.2pp | 75.0%-30.4pp | 68.1%-23.4pp |
| Annual return | 13.59% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $664 | $3,048-78.2% | $3,689-82.0% | $2,551-74.0% |
| Participant deferral / active EE | $2,287 | $4,036-43.3% | $5,072-54.9% | $4,139-44.8% |
| Admin fee / account holder | $8,875 | $7,146+24.2% | $8,859+0.2% | $7,234+22.7% |