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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 | $28,755 | $51,895-44.6% | $93,063-69.1% | $79,634-63.9% |
| Participation rate | 11.0% | 52.6%-41.6pp | 72.1%-61.1pp | 62.5%-51.5pp |
| Annual return | 34.47% | 18.14%+16.3pp | 34.15%+0.3pp | 36.46%-2.0pp |
| Employer contribution / active EE | $399 | $1,561-74.4% | $2,476-83.9% | $2,529-84.2% |
| Participant deferral / active EE | $702 | $2,964-76.3% | $3,958-82.3% | $3,835-81.7% |
| Admin fee / account holder | $1,400 | $657+113.0% | $6,033-76.8% | $1,002+39.7% |