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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 | $18,794 | $77,638-75.8% | $156,552-88.0% | $62,881-70.1% |
| Participation rate | 55.2% | 71.2%-16.0pp | 84.0%-28.8pp | 69.3%-14.1pp |
| Annual return | 8.91% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $185 | $3,444-94.6% | $5,501-96.6% | $2,281-91.9% |
| Participant deferral / active EE | $1,849 | $3,046-39.3% | $4,871-62.0% | $3,203-42.3% |
| Admin fee / account holder | $2,363 | $5,561-57.5% | $13,028-81.9% | $4,296-45.0% |