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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 | $37,816 | $67,602-44.1% | $82,312-54.1% | $70,126-46.1% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 19.06% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $351 | $1,755-80.0% | $2,428-85.6% | $2,343-85.0% |
| Participant deferral / active EE | $1,558 | $2,987-47.9% | $3,706-58.0% | $3,332-53.3% |
| Admin fee / account holder | $2,331 | $4,512-48.3% | $5,608-58.4% | $4,645-49.8% |