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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 | $58,171 | $46,877+24.1% | $122,354-52.5% | $70,126-17.0% |
| Participation rate | 13.4% | 58.2%-44.8pp | 71.6%-58.2pp | 69.5%-56.1pp |
| Annual return | 16.33% | 24.22%-7.9pp | 30.28%-13.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $87 | $1,288-93.3% | $4,051-97.9% | $2,343-96.3% |
| Participant deferral / active EE | $938 | $2,167-56.7% | $3,287-71.5% | $3,332-71.8% |
| Admin fee / account holder | $694 | $3,324-79.1% | $5,479-87.3% | $4,645-85.1% |