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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 | $22,637 | $49,199-54.0% | $121,210-81.3% | $75,177-69.9% |
| Participation rate | 20.9% | 55.4%-34.5pp | 69.5%-48.6pp | 67.2%-46.3pp |
| Annual return | 15.28% | 56.04%-40.8pp | 987.41%-972.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $159 | $1,547-89.8% | $4,171-96.2% | $2,671-94.1% |
| Participant deferral / active EE | $1,083 | $2,630-58.8% | $4,084-73.5% | $4,126-73.7% |
| Admin fee / account holder | $7,991 | $3,946+102.5% | $5,647+41.5% | $5,651+41.4% |