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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 | $26,380 | $52,580-49.8% | $71,671-63.2% | $70,126-62.4% |
| Participation rate | 60.0% | 60.9%-0.9pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 13.65% | 20.25%-6.6pp | 20.65%-7.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $243 | $1,616-85.0% | $2,460-90.1% | $2,343-89.6% |
| Participant deferral / active EE | $1,085 | $2,386-54.5% | $3,438-68.5% | $3,332-67.4% |
| Admin fee / account holder | $2,842 | $3,653-22.2% | $5,558-48.9% | $4,645-38.8% |