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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 | $14,030 | $57,590-75.6% | $86,233-83.7% | $82,448-83.0% |
| Participation rate | 41.7% | 57.9%-16.2pp | 69.0%-27.4pp | 68.1%-26.4pp |
| Annual return | 19.06% | 22.41%-3.4pp | 61.39%-42.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,086 | $3,080-64.7% | $4,559-76.2% | $4,139-73.8% |
| Admin fee / account holder | $1,876 | $4,730-60.3% | $8,342-77.5% | $7,234-74.1% |