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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 | $29,782 | $114,013-73.9% | $103,693-71.3% | $155,188-80.8% |
| Participation rate | 30.8% | 75.2%-44.4pp | 72.6%-41.9pp | 80.8%-50.0pp |
| Annual return | 30.45% | 49.31%-18.9pp | 47.61%-17.2pp | 148.84%-118.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,925 | $4,970-41.1% | $4,579-36.1% | $6,531-55.2% |
| Admin fee / account holder | $309 | $8,407-96.3% | $7,858-96.1% | $14,480-97.9% |