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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 | $23,957 | $58,493-59.0% | $84,023-71.5% | $72,976-67.2% |
| Participation rate | 65.9% | 61.2%+4.7pp | 69.0%-3.1pp | 69.5%-3.6pp |
| Annual return | 16.90% | 28.93%-12.0pp | 71.32%-54.4pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,033 | $2,394-15.1% | $3,239-37.2% | $3,608-43.6% |
| Admin fee / account holder | $2,151 | $4,569-52.9% | $6,102-64.7% | $5,124-58.0% |