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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 | $41,673 | $89,364-53.4% | $141,177-70.5% | $72,983-42.9% |
| Participation rate | 51.6% | 75.1%-23.6pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 23.41% | 111.86%-88.5pp | 71.40%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $120 | $3,115-96.1% | $4,736-97.5% | $2,440-95.1% |
| Participant deferral / active EE | $5,279 | $5,419-2.6% | $6,710-21.3% | $3,608+46.3% |
| Admin fee / account holder | $4,961 | $5,959-16.7% | $10,263-51.7% | $5,124-3.2% |