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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 | $58,904 | $94,031-37.4% | $115,768-49.1% | $82,448-28.6% |
| Participation rate | 48.6% | 70.4%-21.8pp | 74.4%-25.8pp | 68.1%-19.5pp |
| Annual return | 13.06% | 20.61%-7.6pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $300 | $2,323-87.1% | $2,940-89.8% | $2,551-88.3% |
| Participant deferral / active EE | $1,983 | $3,972-50.1% | $4,917-59.7% | $4,139-52.1% |
| Admin fee / account holder | $3,481 | $10,249-66.0% | $12,439-72.0% | $7,234-51.9% |