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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 | $31,024 | $46,688-33.6% | $189,758-83.7% | $69,733-55.5% |
| Participation rate | 22.2% | 61.7%-39.5pp | 79.8%-57.6pp | 62.5%-40.2pp |
| Annual return | 12.71% | 14.35%-1.6pp | 52.62%-39.9pp | 15.22%-2.5pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,019 | $2,143-52.5% | $5,856-82.6% | $3,054-66.6% |
| Admin fee / account holder | $1,362 | $1,700-19.9% | $20,388-93.3% | $3,102-56.1% |