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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 | $19,650 | $84,236-76.7% | $170,439-88.5% | $70,124-72.0% |
| Participation rate | 20.5% | 70.8%-50.4pp | 83.6%-63.1pp | 69.5%-49.1pp |
| Annual return | 50.52% | 23.06%+27.5pp | 205.94%-155.4pp | 73.14%-22.6pp |
| Employer contribution / active EE | $16 | $3,387-99.5% | $5,433-99.7% | $2,342-99.3% |
| Participant deferral / active EE | $1,984 | $3,086-35.7% | $4,939-59.8% | $3,332-40.5% |
| Admin fee / account holder | $859 | $5,698-84.9% | $13,881-93.8% | $4,645-81.5% |