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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 | $78,000 | $54,541+43.0% | $78,778-1.0% | $70,126+11.2% |
| Participation rate | 21.4% | 60.8%-39.4pp | 69.2%-47.8pp | 69.5%-48.1pp |
| Annual return | 14.41% | 21.07%-6.7pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,040 | $2,210-52.9% | $2,958-64.8% | $3,332-68.8% |
| Admin fee / account holder | $1,329 | $3,709-64.2% | $5,134-74.1% | $4,645-71.4% |