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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 | $28,135 | $77,962-63.9% | $178,540-84.2% | $80,935-65.2% |
| Participation rate | 63.8% | 65.7%-1.9pp | 77.1%-13.3pp | 67.7%-3.9pp |
| Annual return | 12.37% | 18.10%-5.7pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,757 | $4,404-60.1% | $6,281-72.0% | $4,299-59.1% |
| Admin fee / account holder | $2,161 | $7,156-69.8% | $10,424-79.3% | $6,924-68.8% |