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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 | $22,823 | $70,684-67.7% | $169,390-86.5% | $75,173-69.6% |
| Participation rate | 28.8% | 64.8%-36.0pp | 77.2%-48.4pp | 67.2%-38.4pp |
| Annual return | 19.72% | 36.38%-16.7pp | 406.07%-386.4pp | 160.72%-141.0pp |
| Employer contribution / active EE | $212 | $2,211-90.4% | $4,013-94.7% | $2,671-92.1% |
| Participant deferral / active EE | $1,998 | $4,310-53.6% | $6,222-67.9% | $4,126-51.6% |
| Admin fee / account holder | $1,788 | $5,404-66.9% | $9,015-80.2% | $5,651-68.4% |