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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 | $18,321 | $45,082-59.4% | $69,464-73.6% | $72,975-74.9% |
| Participation rate | 28.9% | 68.5%-39.5pp | 74.6%-45.7pp | 69.5%-40.5pp |
| Annual return | 24.24% | 22.66%+1.6pp | 28.98%-4.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $145 | $2,055-93.0% | $2,779-94.8% | $2,440-94.1% |
| Participant deferral / active EE | $1,308 | $2,604-49.8% | $3,536-63.0% | $3,608-63.7% |
| Admin fee / account holder | $974 | $3,057-68.1% | $3,840-74.6% | $5,124-81.0% |