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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 | $30,800 | $81,487-62.2% | $102,412-69.9% | $80,935-61.9% |
| Participation rate | 44.2% | 66.8%-22.6pp | 74.5%-30.3pp | 67.7%-23.5pp |
| Annual return | 18.81% | 25.60%-6.8pp | 24.94%-6.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $514 | $3,103-83.4% | $3,870-86.7% | $2,757-81.4% |
| Participant deferral / active EE | $2,395 | $3,871-38.1% | $5,060-52.7% | $4,299-44.3% |
| Admin fee / account holder | $1,305 | $6,717-80.6% | $8,388-84.4% | $6,924-81.2% |