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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 | $13,503 | $51,638-73.9% | $129,406-89.6% | $80,959-83.3% |
| Participation rate | 25.3% | 56.9%-31.7pp | 69.6%-44.4pp | 67.7%-42.4pp |
| Annual return | 11.84% | 20.78%-8.9pp | 9468.18%-9456.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $162 | $1,584-89.8% | $4,155-96.1% | $2,757-94.1% |
| Participant deferral / active EE | $1,213 | $2,670-54.6% | $4,167-70.9% | $4,300-71.8% |
| Admin fee / account holder | $640 | $4,313-85.2% | $7,689-91.7% | $6,925-90.8% |