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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 | $20,475 | $57,119-64.2% | $85,187-76.0% | $80,935-74.7% |
| Participation rate | 10.3% | 56.4%-46.2pp | 67.5%-57.3pp | 67.7%-57.4pp |
| Annual return | 18.29% | 21.70%-3.4pp | 66.67%-48.4pp | 35.66%-17.4pp |
| Employer contribution / active EE | $111 | $1,802-93.8% | $2,732-95.9% | $2,757-96.0% |
| Participant deferral / active EE | $841 | $3,115-73.0% | $4,525-81.4% | $4,299-80.4% |
| Admin fee / account holder | $778 | $4,990-84.4% | $6,162-87.4% | $6,924-88.8% |