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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 | $41,795 | $95,404-56.2% | $113,397-63.1% | $82,637-49.4% |
| Participation rate | 36.2% | 72.8%-36.6pp | 76.5%-40.3pp | 68.1%-31.8pp |
| Annual return | 33.06% | 19.08%+14.0pp | 23.20%+9.9pp | 53.51%-20.4pp |
| Employer contribution / active EE | $291 | $2,307-87.4% | $2,977-90.2% | $2,552-88.6% |
| Participant deferral / active EE | $1,993 | $4,220-52.8% | $5,076-60.7% | $4,126-51.7% |
| Admin fee / account holder | $4,936 | $9,168-46.2% | $11,957-58.7% | $7,339-32.7% |