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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 | $24,383 | $57,140-57.3% | $85,240-71.4% | $80,959-69.9% |
| Participation rate | 12.8% | 56.4%-43.6pp | 67.5%-54.7pp | 67.7%-54.8pp |
| Annual return | 10.71% | 21.71%-11.0pp | 66.75%-56.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $221 | $1,802-87.7% | $2,735-91.9% | $2,757-92.0% |
| Participant deferral / active EE | $900 | $3,115-71.1% | $4,527-80.1% | $4,300-79.1% |
| Admin fee / account holder | $2,478 | $4,992-50.4% | $6,165-59.8% | $6,925-64.2% |