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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 | $35,137 | $106,749-67.1% | $145,433-75.8% | $82,448-57.4% |
| Participation rate | 41.9% | 75.6%-33.7pp | 82.1%-40.2pp | 68.1%-26.1pp |
| Annual return | 14.91% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $626 | $3,444-81.8% | $4,554-86.3% | $2,551-75.5% |
| Participant deferral / active EE | $2,921 | $6,519-55.2% | $7,897-63.0% | $4,139-29.4% |
| Admin fee / account holder | $1,608 | $8,390-80.8% | $13,129-87.7% | $7,234-77.8% |