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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 | $98,510 | $73,787+33.5% | $98,716-0.2% | $82,448+19.5% |
| Participation rate | 19.7% | 61.4%-41.7pp | 69.3%-49.6pp | 68.1%-48.4pp |
| Annual return | 15.14% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $217 | $1,511-85.6% | $2,279-90.5% | $2,551-91.5% |
| Participant deferral / active EE | $1,227 | $3,081-60.2% | $4,048-69.7% | $4,139-70.4% |
| Admin fee / account holder | $2,618 | $6,500-59.7% | $8,703-69.9% | $7,234-63.8% |