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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 | $42,814 | $104,251-58.9% | $91,004-53.0% | $147,586-71.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 18.37% | 27.06%-8.7pp | 4.60%+13.8pp | 578.59%-560.2pp |
| Employer contribution / active EE | $296 | $3,116-90.5% | $2,456-87.9% | $4,876-93.9% |
| Participant deferral / active EE | $1,558 | $4,195-62.9% | $3,548-56.1% | $5,439-71.3% |
| Admin fee / account holder | $1,687 | $8,948-81.1% | $5,417-68.9% | $10,886-84.5% |