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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 | $44,761 | $91,474-51.1% | $135,982-67.1% | $71,529-37.4% |
| Participation rate | 22.8% | 75.7%-52.9pp | 81.9%-59.2pp | 67.9%-45.2pp |
| Annual return | 35.00% | 29.89%+5.1pp | 68.32%-33.3pp | 28.97%+6.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,283 | $7,095-39.6% | $7,760-44.8% | $4,291-0.2% |
| Admin fee / account holder | $4,027 | $1,267+217.8% | $10,767-62.6% | $1,588+153.5% |