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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 | $19,338 | $65,712-70.6% | $57,196-66.2% | $273,972-92.9% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 4.65% | 22.01%-17.4pp | 14.59%-9.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,264 | $3,782-66.6% | $3,096-59.2% | $5,287-76.1% |
| Admin fee / account holder | $1,248 | $4,838-74.2% | $3,141-60.3% | $10,133-87.7% |