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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 | $15,484 | $58,627-73.6% | $76,735-79.8% | $82,448-81.2% |
| Participation rate | 24.1% | 63.2%-39.1pp | 69.5%-45.4pp | 68.1%-43.9pp |
| Annual return | 21.96% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $253 | $1,729-85.3% | $2,454-89.7% | $2,551-90.1% |
| Participant deferral / active EE | $1,140 | $3,134-63.6% | $4,088-72.1% | $4,139-72.5% |
| Admin fee / account holder | $1,521 | $5,323-71.4% | $7,189-78.8% | $7,234-79.0% |