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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 | $14,804 | $54,757-73.0% | $90,300-83.6% | $72,983-79.7% |
| Participation rate | 54.8% | 65.1%-10.4pp | 73.3%-18.5pp | 69.5%-14.7pp |
| Annual return | 17.67% | 30.63%-13.0pp | 78.11%-60.4pp | 81.01%-63.3pp |
| Employer contribution / active EE | $71 | $2,092-96.6% | $2,854-97.5% | $2,440-97.1% |
| Participant deferral / active EE | $1,942 | $2,887-32.7% | $3,884-50.0% | $3,608-46.2% |
| Admin fee / account holder | $2,595 | $3,972-34.7% | $5,353-51.5% | $5,124-49.4% |