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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 | $35,976 | $93,063-61.3% | $153,476-76.6% | $80,911-55.5% |
| Participation rate | 63.8% | 69.0%-5.2pp | 77.1%-13.3pp | 67.6%-3.9pp |
| Annual return | 11.34% | 19.95%-8.6pp | 15.66%-4.3pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,038-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,098 | $5,180-59.5% | $6,759-69.0% | $4,297-51.2% |
| Admin fee / account holder | $9,342 | $8,891+5.1% | $12,729-26.6% | $6,935+34.7% |