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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 | $31,313 | $81,457-61.6% | $103,378-69.7% | $80,911-61.3% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.6%-9.0pp |
| Annual return | 11.00% | 25.58%-14.6pp | 24.91%-13.9pp | 35.63%-24.6pp |
| Employer contribution / active EE | $704 | $3,107-77.3% | $3,870-81.8% | $2,756-74.5% |
| Participant deferral / active EE | $2,710 | $3,871-30.0% | $5,058-46.4% | $4,297-36.9% |
| Admin fee / account holder | $3,940 | $6,717-41.3% | $8,401-53.1% | $6,935-43.2% |