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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 | $49,918 | $108,825-54.1% | $156,181-68.0% | $82,448-39.5% |
| Participation rate | 67.1% | 72.4%-5.3pp | 78.8%-11.8pp | 68.1%-1.0pp |
| Annual return | 17.46% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $428 | $2,870-85.1% | $4,294-90.0% | $2,551-83.2% |
| Participant deferral / active EE | $3,297 | $4,577-28.0% | $6,132-46.2% | $4,139-20.4% |
| Admin fee / account holder | $6,940 | $9,341-25.7% | $14,586-52.4% | $7,234-4.1% |