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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 | $14,597 | $76,407-80.9% | $150,298-90.3% | $82,448-82.3% |
| Participation rate | 57.4% | 66.4%-9.0pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 73.69% | 39.99%+33.7pp | 62.79%+10.9pp | 41.64%+32.1pp |
| Employer contribution / active EE | $267 | $2,614-89.8% | $4,154-93.6% | $2,551-89.5% |
| Participant deferral / active EE | $2,315 | $3,214-28.0% | $5,453-57.6% | $4,139-44.1% |
| Admin fee / account holder | $1,022 | $6,352-83.9% | $14,116-92.8% | $7,234-85.9% |