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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 | $12,430 | $81,276-84.7% | $155,574-92.0% | $80,925-84.6% |
| Participation rate | 32.9% | 66.2%-33.4pp | 78.2%-45.4pp | 67.7%-34.8pp |
| Annual return | 24.81% | 33.36%-8.5pp | 64.87%-40.1pp | 35.65%-10.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,549 | $3,453-55.1% | $5,629-72.5% | $4,299-64.0% |
| Admin fee / account holder | $1,410 | $7,993-82.4% | $15,914-91.1% | $6,940-79.7% |