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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 | $48,805 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | 12.46% | 56.63%-44.2pp | 47.52%-35.1pp | 41.46%-29.0pp |
| Employer contribution / active EE | $626 | $5,170-87.9% | $4,617-86.4% | $4,869-87.1% |
| Participant deferral / active EE | $2,581 | $6,343-59.3% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $578 | $9,817-94.1% | $8,357-93.1% | $10,133-94.3% |