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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 | $41,424 | $88,360-53.1% | $145,433-71.5% | $67,986-39.1% |
| Participation rate | 44.9% | 65.5%-20.6pp | 82.1%-37.2pp | 57.2%-12.3pp |
| Annual return | 52.63% | 63.15%-10.5pp | 66.58%-13.9pp | 31.67%+21.0pp |
| Employer contribution / active EE | $148 | $3,054-95.1% | $4,554-96.7% | $2,019-92.7% |
| Participant deferral / active EE | $5,632 | $5,932-5.1% | $7,897-28.7% | $3,358+67.7% |
| Admin fee / account holder | $4,029 | $3,313+21.6% | $13,129-69.3% | $3,203+25.8% |