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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 | $28,641 | $111,535-74.3% | $105,223-72.8% | $137,256-79.1% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 11.83% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $583 | $3,939-85.2% | $3,689-84.2% | $4,156-86.0% |
| Participant deferral / active EE | $2,020 | $5,500-63.3% | $5,072-60.2% | $6,407-68.5% |
| Admin fee / account holder | $2,452 | $9,721-74.8% | $8,859-72.3% | $12,270-80.0% |