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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 | $14,472 | $77,908-81.4% | $149,696-90.3% | $75,173-80.7% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 15.07% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $273 | $3,138-91.3% | $4,821-94.3% | $2,671-89.8% |
| Participant deferral / active EE | $1,092 | $3,411-68.0% | $5,682-80.8% | $4,126-73.5% |
| Admin fee / account holder | $367 | $5,950-93.8% | $13,212-97.2% | $5,651-93.5% |