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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 | $25,965 | $75,058-65.4% | $152,301-83.0% | $64,340-59.6% |
| Participation rate | 22.8% | 60.9%-38.1pp | 82.4%-59.7pp | 55.2%-32.5pp |
| Annual return | 20.26% | 29.93%-9.7pp | 80.50%-60.2pp | 24.14%-3.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,577 | $5,041-68.7% | $8,004-80.3% | $2,980-47.1% |
| Admin fee / account holder | $2,012 | $4,050-50.3% | $14,398-86.0% | $3,703-45.7% |