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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 | $16,389 | $81,331-79.8% | $155,534-89.5% | $80,935-79.8% |
| Participation rate | 28.7% | 66.3%-37.5pp | 78.2%-49.5pp | 67.7%-38.9pp |
| Annual return | 14.62% | 33.37%-18.7pp | 64.92%-50.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $293 | $3,105-90.6% | $4,675-93.7% | $2,757-89.4% |
| Participant deferral / active EE | $950 | $3,454-72.5% | $5,630-83.1% | $4,299-77.9% |
| Admin fee / account holder | $3,353 | $7,999-58.1% | $15,900-78.9% | $6,924-51.6% |