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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 | $25,751 | $46,877-45.1% | $122,354-79.0% | $70,126-63.3% |
| Participation rate | 40.2% | 58.2%-18.0pp | 71.6%-31.4pp | 69.5%-29.3pp |
| Annual return | 16.77% | 24.22%-7.5pp | 30.28%-13.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $216 | $1,288-83.3% | $4,051-94.7% | $2,343-90.8% |
| Participant deferral / active EE | $1,511 | $2,167-30.3% | $3,287-54.0% | $3,332-54.6% |
| Admin fee / account holder | $4,785 | $3,324+44.0% | $5,479-12.7% | $4,645+3.0% |