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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 | $24,890 | $68,878-63.9% | $120,574-79.4% | $80,935-69.2% |
| Participation rate | 40.3% | 61.7%-21.4pp | 71.9%-31.7pp | 67.7%-27.4pp |
| Annual return | 14.47% | 23.67%-9.2pp | 107.42%-93.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $397 | $2,065-80.8% | $3,471-88.6% | $2,757-85.6% |
| Participant deferral / active EE | $2,299 | $3,189-27.9% | $4,996-54.0% | $4,299-46.5% |
| Admin fee / account holder | $9,250 | $5,782+60.0% | $9,445-2.1% | $6,924+33.6% |