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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 | $39,390 | $77,788-49.4% | $119,126-66.9% | $64,728-39.1% |
| Participation rate | 14.9% | 69.4%-54.5pp | 75.8%-60.9pp | 57.9%-43.0pp |
| Annual return | 15.11% | 13.19%+1.9pp | 282.11%-267.0pp | 49.38%-34.3pp |
| Employer contribution / active EE | $533 | $4,031-86.8% | $4,034-86.8% | $2,243-76.2% |
| Participant deferral / active EE | $1,306 | $2,599-49.7% | $5,318-75.4% | $2,729-52.1% |
| Admin fee / account holder | $4,718 | $1,365+245.6% | $10,693-55.9% | $1,145+312.0% |