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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 | $13,114 | $45,079-70.9% | $69,461-81.1% | $72,983-82.0% |
| Participation rate | 50.8% | 68.5%-17.7pp | 74.6%-23.8pp | 69.5%-18.7pp |
| Annual return | 17.23% | 22.65%-5.4pp | 28.97%-11.7pp | 81.01%-63.8pp |
| Employer contribution / active EE | $271 | $2,055-86.8% | $2,779-90.3% | $2,440-88.9% |
| Participant deferral / active EE | $1,334 | $2,603-48.7% | $3,536-62.3% | $3,608-63.0% |
| Admin fee / account holder | $2,128 | $3,056-30.4% | $3,840-44.6% | $5,124-58.5% |