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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 | $38,992 | $63,346-38.4% | $92,240-57.7% | $70,126-44.4% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 14.95% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $397 | $2,471-83.9% | $3,680-89.2% | $2,343-83.0% |
| Participant deferral / active EE | $1,177 | $2,854-58.8% | $3,897-69.8% | $3,332-64.7% |
| Admin fee / account holder | $5,249 | $3,841+36.7% | $5,194+1.1% | $4,645+13.0% |