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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 | $14,863 | $46,596-68.1% | $64,099-76.8% | $75,181-80.2% |
| Participation rate | 31.4% | 65.9%-34.6pp | 72.3%-40.9pp | 67.2%-35.8pp |
| Annual return | 22.87% | 26.04%-3.2pp | 33.70%-10.8pp | 160.69%-137.8pp |
| Employer contribution / active EE | $333 | $1,975-83.1% | $2,748-87.9% | $2,671-87.5% |
| Participant deferral / active EE | $1,310 | $2,837-53.8% | $3,881-66.2% | $4,126-68.2% |
| Admin fee / account holder | $734 | $2,954-75.2% | $3,070-76.1% | $5,650-87.0% |