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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 | $36,000 | $48,011-25.0% | $63,803-43.6% | $82,637-56.4% |
| Participation rate | 53.4% | 66.6%-13.1pp | 72.7%-19.3pp | 68.1%-14.6pp |
| Annual return | 11.65% | 19.84%-8.2pp | 543.72%-532.1pp | 53.51%-41.9pp |
| Employer contribution / active EE | $314 | $1,904-83.5% | $2,532-87.6% | $2,552-87.7% |
| Participant deferral / active EE | $812 | $2,846-71.5% | $3,843-78.9% | $4,126-80.3% |
| Admin fee / account holder | $1,817 | $3,873-53.1% | $5,196-65.0% | $7,339-75.2% |