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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 | $46,073 | $61,125-24.6% | $94,057-51.0% | $87,485-47.3% |
| Participation rate | 60.8% | 64.1%-3.2pp | 73.3%-12.5pp | 68.9%-8.1pp |
| Annual return | 14.95% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $114 | $2,136-94.7% | $2,933-96.1% | $2,596-95.6% |
| Participant deferral / active EE | $1,266 | $3,260-61.2% | $4,709-73.1% | $4,274-70.4% |
| Admin fee / account holder | $1,595 | $5,629-71.7% | $7,244-78.0% | $7,775-79.5% |