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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 | $30,778 | $87,059-64.6% | $105,608-70.9% | $80,925-62.0% |
| Participation rate | 34.5% | 70.4%-35.9pp | 75.3%-40.8pp | 67.7%-33.1pp |
| Annual return | 55.36% | 17.05%+38.3pp | 116.50%-61.1pp | 35.65%+19.7pp |
| Employer contribution / active EE | $473 | $2,396-80.3% | $3,167-85.1% | $2,756-82.9% |
| Participant deferral / active EE | $2,200 | $3,986-44.8% | $5,010-56.1% | $4,299-48.8% |
| Admin fee / account holder | $803 | $8,443-90.5% | $11,028-92.7% | $6,940-88.4% |