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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 | $35,011 | $84,236-58.4% | $170,435-79.5% | $70,126-50.1% |
| Participation rate | 47.5% | 70.8%-23.3pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 17.58% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $65 | $3,387-98.1% | $5,432-98.8% | $2,343-97.2% |
| Participant deferral / active EE | $1,443 | $3,086-53.2% | $4,939-70.8% | $3,332-56.7% |
| Admin fee / account holder | $561 | $5,698-90.2% | $13,881-96.0% | $4,645-87.9% |