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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 | $33,211 | $80,763-58.9% | $102,412-67.6% | $74,459-55.4% |
| Participation rate | 46.9% | 65.7%-18.7pp | 74.5%-27.6pp | 67.2%-20.3pp |
| Annual return | 13.06% | 27.57%-14.5pp | 24.94%-11.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $117 | $3,160-96.3% | $3,870-97.0% | $2,626-95.5% |
| Participant deferral / active EE | $1,676 | $3,862-56.6% | $5,060-66.9% | $4,350-61.5% |
| Admin fee / account holder | $1,342 | $2,371-43.4% | $8,388-84.0% | $1,945-31.0% |