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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 | $82,000 | $146,267-43.9% | $197,124-58.4% | $82,448-0.5% |
| Participation rate | 65.7% | 84.0%-18.3pp | 86.7%-21.0pp | 68.1%-2.4pp |
| Annual return | 15.53% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,418 | $7,035-23.0% | $9,135-40.7% | $4,139+30.9% |
| Admin fee / account holder | $873 | $14,422-93.9% | $16,298-94.6% | $7,234-87.9% |