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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 | $14,117 | $43,496-67.5% | $161,489-91.3% | $64,340-78.1% |
| Participation rate | 24.8% | 53.5%-28.7pp | 78.7%-53.9pp | 55.2%-30.5pp |
| Annual return | 15.55% | 20.76%-5.2pp | 89.72%-74.2pp | 24.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $840 | $1,996-57.9% | $5,630-85.1% | $2,980-71.8% |
| Admin fee / account holder | $3,791 | $2,330+62.7% | $16,006-76.3% | $3,703+2.4% |