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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 | $19,025 | $183,516-89.6% | $155,534-87.8% | $145,884-87.0% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 25.22% | 61.43%-36.2pp | 64.92%-39.7pp | 551.85%-526.6pp |
| Employer contribution / active EE | $800 | $5,315-84.9% | $4,675-82.9% | $4,662-82.8% |
| Participant deferral / active EE | $2,748 | $6,467-57.5% | $5,630-51.2% | $6,690-58.9% |
| Admin fee / account holder | $1,055 | $19,293-94.5% | $15,900-93.4% | $13,392-92.1% |