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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 | $31,259 | $45,343-31.1% | $150,298-79.2% | $67,986-54.0% |
| Participation rate | 13.8% | 51.9%-38.0pp | 77.8%-63.9pp | 57.2%-43.4pp |
| Annual return | 15.37% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $130 | $1,462-91.1% | $4,154-96.9% | $2,019-93.6% |
| Participant deferral / active EE | $654 | $2,055-68.2% | $5,453-88.0% | $3,358-80.5% |
| Admin fee / account holder | $5,307 | $2,250+135.9% | $14,116-62.4% | $3,203+65.7% |