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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 | $32,643 | $55,902-41.6% | $76,030-57.1% | $80,959-59.7% |
| Participation rate | 64.4% | 62.1%+2.4pp | 69.1%-4.6pp | 67.7%-3.2pp |
| Annual return | 15.40% | 20.59%-5.2pp | 361.54%-346.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $218 | $1,867-88.3% | $2,688-91.9% | $2,757-92.1% |
| Participant deferral / active EE | $1,406 | $3,051-53.9% | $4,257-67.0% | $4,300-67.3% |
| Admin fee / account holder | $1,707 | $5,239-67.4% | $6,421-73.4% | $6,925-75.3% |