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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 | $30,830 | $83,485-63.1% | $125,192-75.4% | $72,975-57.8% |
| Participation rate | 48.5% | 73.3%-24.8pp | 79.8%-31.3pp | 69.5%-21.0pp |
| Annual return | 18.59% | 25.77%-7.2pp | 43.79%-25.2pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,684 | $3,586-53.0% | $4,937-65.9% | $3,608-53.3% |
| Admin fee / account holder | $1,538 | $5,518-72.1% | $9,704-84.1% | $5,124-70.0% |