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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 | $22,714 | $57,140-60.2% | $85,240-73.4% | $80,959-71.9% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 21.13% | 21.71%-0.6pp | 66.75%-45.6pp | 35.67%-14.5pp |
| Employer contribution / active EE | $204 | $1,802-88.7% | $2,735-92.5% | $2,757-92.6% |
| Participant deferral / active EE | $1,218 | $3,115-60.9% | $4,527-73.1% | $4,300-71.7% |
| Admin fee / account holder | $433 | $4,992-91.3% | $6,165-93.0% | $6,925-93.7% |