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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 | $17,177 | $61,391-72.0% | $149,723-88.5% | $71,529-76.0% |
| Participation rate | 29.3% | 62.5%-33.3pp | 78.8%-49.5pp | 67.9%-38.7pp |
| Annual return | 16.35% | 35.88%-19.5pp | 134.50%-118.1pp | 28.97%-12.6pp |
| Employer contribution / active EE | $25 | $2,384-99.0% | $4,821-99.5% | $2,590-99.0% |
| Participant deferral / active EE | $1,225 | $2,921-58.1% | $5,682-78.4% | $4,291-71.5% |
| Admin fee / account holder | $736 | $1,264-41.8% | $13,215-94.4% | $1,588-53.6% |