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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 | $57,073-64.1% | $85,126-75.9% | $80,925-74.7% |
| Participation rate | 10.3% | 56.4%-46.1pp | 67.5%-57.3pp | 67.7%-57.4pp |
| Annual return | 18.29% | 21.69%-3.4pp | 66.63%-48.3pp | 35.65%-17.4pp |
| Employer contribution / active EE | $111 | $1,801-93.8% | $2,731-95.9% | $2,756-96.0% |
| Participant deferral / active EE | $841 | $3,113-73.0% | $4,523-81.4% | $4,299-80.4% |
| Admin fee / account holder | $778 | $4,988-84.4% | $6,160-87.4% | $6,940-88.8% |