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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 | $18,486 | $91,198-79.7% | $178,503-89.6% | $79,856-76.9% |
| Participation rate | 15.0% | 69.2%-54.2pp | 81.9%-66.9pp | 69.6%-54.6pp |
| Annual return | 16.58% | 24.20%-7.6pp | 151.12%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $191 | $3,257-94.1% | $5,011-96.2% | $2,471-92.3% |
| Participant deferral / active EE | $1,262 | $3,237-61.0% | $5,202-75.7% | $3,741-66.3% |
| Admin fee / account holder | $3,148 | $6,748-53.4% | $13,987-77.5% | $5,306-40.7% |