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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 | $17,170 | $57,330-70.1% | $86,656-80.2% | $75,177-77.2% |
| Participation rate | 32.0% | 63.2%-31.2pp | 71.7%-39.7pp | 67.2%-35.2pp |
| Annual return | 23.43% | 2675.40%-2652.0pp | 593.09%-569.7pp | 160.75%-137.3pp |
| Employer contribution / active EE | $210 | $2,316-90.9% | $3,025-93.1% | $2,671-92.1% |
| Participant deferral / active EE | $1,406 | $3,320-57.7% | $4,439-68.3% | $4,126-65.9% |
| Admin fee / account holder | $479 | $4,115-88.4% | $5,619-91.5% | $5,651-91.5% |