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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 | $58,250 | $102,429-43.1% | $147,096-60.4% | $80,925-28.0% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.7%-14.0pp |
| Annual return | 11.98% | 135.02%-123.0pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $479 | $3,716-87.1% | $4,936-90.3% | $2,756-82.6% |
| Participant deferral / active EE | $2,946 | $6,649-55.7% | $8,071-63.5% | $4,299-31.5% |
| Admin fee / account holder | $1,621 | $7,957-79.6% | $13,005-87.5% | $6,940-76.6% |