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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 | $13,660 | $99,053-86.2% | $88,179-84.5% | $138,895-90.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 17.61% | 78.17%-60.6pp | 64.97%-47.4pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,097 | $5,225-79.0% | $4,614-76.2% | $6,396-82.9% |
| Admin fee / account holder | $1,221 | $8,748-86.0% | $7,673-84.1% | $12,562-90.3% |