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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 | $8,491 | $47,479-82.1% | $62,929-86.5% | $82,448-89.7% |
| Participation rate | 42.4% | 66.9%-24.4pp | 73.1%-30.7pp | 68.1%-25.6pp |
| Annual return | 16.93% | 20.34%-3.4pp | 1063.93%-1047.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $242 | $1,885-87.1% | $2,505-90.3% | $2,551-90.5% |
| Participant deferral / active EE | $1,192 | $2,870-58.5% | $3,888-69.4% | $4,139-71.2% |
| Admin fee / account holder | $686 | $3,804-82.0% | $5,065-86.5% | $7,234-90.5% |