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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 | $41,384 | $83,369-50.4% | $105,223-60.7% | $67,986-39.1% |
| Participation rate | 64.5% | 56.3%+8.3pp | 75.0%-10.5pp | 57.2%+7.3pp |
| Annual return | 18.04% | 24.64%-6.6pp | 180.65%-162.6pp | 31.67%-13.6pp |
| Employer contribution / active EE | $339 | $2,541-86.6% | $3,689-90.8% | $2,019-83.2% |
| Participant deferral / active EE | $3,318 | $3,295+0.7% | $5,072-34.6% | $3,358-1.2% |
| Admin fee / account holder | $2,438 | $4,073-40.1% | $8,859-72.5% | $3,203-23.9% |